About Sovereign Compute
AI isn’t a software story anymore. It’s an infrastructure story. And infrastructure is power.
Most AI commentary focuses on chatbots, productivity tools, and model releases. This newsletter takes a different view.
I write about what happens when $600 billion in annual capex meets a power grid that wasn’t built for it. When sovereign wealth funds realize AI leverage starts with electricity, not algorithms. When the geography of compute becomes as strategic as the geography of oil.
We are witnessing one of the largest reallocations of capital in modern history. As AI moves from software to infrastructure, the new geography of power is being shaped by electricity grids, data center footprints, and sovereign energy strategy.
What This Is
One strategic briefing per week. Not AI news. Not tool reviews. Not trend-spotting.
Each post delivers:
One thesis — A clear argument about how AI reshapes infrastructure, energy systems, or state power
One chart — Original data visualization that makes the point unmissable
One strategic implication — What this changes for decision-makers
Five-minute read. No filler.
What I Write About
AI’s real energy cost, and why compute geography matters
How energy-rich states gain (or lose) AI leverage
Data centers as strategic assets — location, power, water, land
Why climate policy and AI policy are now inseparable
Sovereign wealth funds converting energy dominance into compute infrastructure
How AI reshapes government capacity, from public administration to regulatory speed
Compute, chips, and electricity as a single stack
Capital flows at the AI-energy convergence
Who This Is For
Energy executives. You need to understand how AI demand reshapes power markets, grid planning, and infrastructure investment.
Infrastructure investors. You’re modeling data center demand, grid capacity, and the capital required to bridge the gap.
Policy advisors and government strategists. You’re navigating national AI strategies, energy security, and industrial policy in an era where compute infrastructure is geopolitical leverage.
Corporate strategists. You need to anticipate how AI changes your sector before it becomes consensus.
If you need to see the structural shifts before they’re obvious, this is for you.
About the Author
I‘m Ivan Ferrari, Vice President of ADIPEC and Business Development at dmg events, with over 25 years in the international events industry. I help build platforms that connect energy, technology, and infrastructure decision-makers.
I also serve as Global Blockchain Business Council Ambassador for the UAE, where I focus on the convergence of blockchain’s trust architecture, AI’s expanding capabilities, and advanced energy systems — what I call the “trust-intelligence-power triangle.”
My career has given me consistent access to how governments, energy operators, and sovereign wealth funds actually make infrastructure decisions. From launching events with central banks in Singapore to working with ministries across ASEAN, I’ve spent years in rooms where capital allocation, energy strategy, and technology adoption get decided — not announced.
I’m genuinely passionate about how energy technology, blockchain, and AI are reshaping economic infrastructure and state capacity. This newsletter is where I think through what I’m seeing and try to connect patterns that don’t make headlines yet.
Important: All views expressed here are entirely my own. They do not represent the positions, strategies, or opinions of dmg events, ADIPEC, or any organization I work with. This is personal writing, not institutional analysis.
What You Get
Free Subscribers
Every weekly strategic briefing
Full archive access
All charts and analysis
Founding Members ($250/year — price locked forever)
Everything above, plus:
Monthly deep dives — Extended research pieces (2,000+ words) on a single strategic question
Quarterly strategy call — 30-minute 1:1 conversation with me. Compare notes on what we’re both seeing in AI infrastructure, energy markets, or sovereign positioning.
Priority access to data supplements, country comparisons, and extended analysis
The goal isn’t to sell you certainty. It’s to help you think more clearly about the forces reshaping infrastructure, energy, and strategic leverage.
A Note on Tone
I write for people who make decisions, not people who read headlines. That means:
No hype cycles
No vendor pitches
No predictions disguised as analysis
No AI for AI’s sake
If something matters for infrastructure investment, energy planning, or sovereign strategy, I’ll cover it. If it’s just noise, I won’t.
Disclaimer: All opinions shared in this newsletter are solely my own and do not reflect the views of my employers or affiliated organizations. Content is for informational and educational purposes only and does not constitute financial, investment, or professional advice.
