Governments across India, the EU, and the Middle East are pushing for nationally trained sovereign foundation models. Building one from scratch costs $1B+ and yields diminishing returns when open-source models already deliver 95% of the capability. What emerging markets need is not a sovereign model but sovereign AI infrastructure - domestically controlled inference networks, culturally fine-tuned model ensembles, and local data pipelines built on top of the global open-source ecosystem. Global models. Local intelligence. Sovereign control.