Leading the AI race: insights from FII9

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Vimal Kapur Vimal Kapur is an Influencer

 Who is leading the world in #AI? This is one of many questions I joined Tareq Amin, Ruth Porat, Mike Sicilia, and Becky Anderson to discuss on the #FII9 stage earlier this week. During our conversation, I shared my perspective that real winner in the global AI race will be defined by adoption rates.   As AI infrastructure around the world continues to scale, we discussed how we must learn from the regions that are already highly digitized. I also shared my belief that one of the best ways to drive adoption at scale is through proving the economic value it can create. At Honeywell we are leveraging trapped data, deep domain knowledge and deterministic AI that helps our customers deliver outcomes to solve their biggest challenges, from increasing asset life and driving operational excellence to enhancing people’s skills. The future is what we make it, together.

Thank you for sharing these profound insights from the stage. Your perspective that adoption, not just innovation, will define the true winners in AI is a critical and often overlooked point. While the focus is on a narrow "race" for model supremacy, you've rightly shifted the focus to where technology truly meets transformation: integration and economic value. Few complementary perspectives: (1) The "Quiet Adoption" Leaders: We might be looking in the wrong places for AI leadership. While the spotlight is on the US and China, regions like Southeast Asia and parts of Europe are leapfrogging with AI integration. (2) The Talent & Culture Engine: Ultimately, scalable adoption is fueled by a workforce equipped to use AI. The countries and companies that lead will be those that invest not just in AI researchers, but in massive upskilling initiatives (3) Your point about Honeywell's approach is key. "Deterministic AI" that leverages deep domain knowledge to solve concrete business problems (increasing asset life, operational excellence) is the bridge from hype to ROI. The real "AI leader" may not be the country that announces the most powerful model, but the one that most effectively turns that technology for its people and industries.

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Sounds very interesting, but I'm not sure that economic value is the right target for every AI problem. Healthcare outcomes, for example, could be biased if AI is trained only on available data. Sometimes very nuanced, safety-critical systems need different goals. I'm sure I'm preaching to the choir here, but... Health is very important to me. 😁 I'm sure Honeywell will succeed if we leverage diverse groups with both breadth and depth of knowledge.

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True AI leadership won’t be determined by who develops the technology, but by who institutionalizes it — embedding AI into national infrastructure, economic systems, and human capability development. Adoption at scale is the real power.

Well said, Vimal. The meticulous focus on adoption rates over infrastructure capabilities reveals a critical framework shift in AI strategy. Economic value demonstration becomes the paramount governance mechanism for sustainable implementation. Your emphasis on leveraging trapped data with deterministic AI creates a resilient foundation for measurable outcomes and competitive advantage.

Good insight that the role of adoption rates will determine the true winners in the AI race. It's fascinating to consider how different companies / regions with advanced digital infrastructures can collaborate and serve as benchmarks for others looking to maximize AI's potential.

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Your panel was my favourite one at FII!

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I really enjoyed AI leadership panel

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