Sovereign Compute
Subscribe
Sign in
Home
Substack Notes & Profile
About
Latest
Top
Discussions
Sovereign AI Without Territory: How Orbit and Edge Could Break the Geography Trap
You Can Strike a Data Center. You Can't Strike a Billion Phones. Orbital compute in Space & distributed edge intelligence on Earth are emerging as…
Apr 13
•
Ivan Ferrari
The AI Chips Traceability Chokepoint
The CSA detects diverted chips but cannot disable them. The RAA targets the cloud loophole but hasn’t passed the Senate. Neither verifies who’s running…
Apr 7
•
Ivan Ferrari
March 2026
Three Models of Compute-Energy Integration
Utilities are building AI software. AI companies are building power plants. Three models of integration are forming: partnership, coalition, and full…
Mar 31
•
Ivan Ferrari
1
AI Inference Changes the Sovereignty Map of the World.
The countries that matter for AI are about to shift from those with the biggest GPU clusters to those with the largest user populations.
Mar 26
•
Ivan Ferrari
The War isn't slowing the AI buildout, but it changes the coordinates, capital sources,and who controls the stack.
What Breaks When Oil Hits $180 and Data Centers Are Hit?
Mar 20
•
Ivan Ferrari
2
Three Dependencies, One Stack
What SpaceX, Anthropic, and AWS have in common — and what it means for every sovereign AI compute strategy built the same way
Mar 17
•
Ivan Ferrari
2
What Hormuz Actually Revealed About the AI Stack
The war exposed the Gulf’s dependency on US chips. It also exposed the US’s dependency on Gulf capital. The second vulnerability may matter more.
Mar 11
•
Ivan Ferrari
Who Answers When the Grid AI Agent Gets It Wrong?
Autonomous AI agents are already managing power flows and drilling wells. But who's liable, who's insured, and what happens when the AI optimizing the…
Mar 10
•
Ivan Ferrari
2
A Full-Stack Framework for AI Infrastructure Investing
The tables below identify companies and assets that illustrate the thesis across different structural forces.
Mar 7
•
Ivan Ferrari
2
The AI Industry’s Regulatory Strategy: Change the Jurisdiction
From land to sea to orbit — AI infrastructure is engineering around regulation itself. And this weekend, the Gulf model got its first real stress test.
Mar 2
•
Ivan Ferrari
2
February 2026
Southeast Asia Is the Only Place Where the US and China Are Fighting for AI Infrastructure on the Same Soil
The region’s $50 billion data center buildout is the closest thing the AI era has to a contested frontier — and neither superpower controls the rules.
Feb 25
•
Ivan Ferrari
THREE MODELS OF SOVEREIGN AI
And the blind spot each architect has not fully tackled
Feb 23
•
Ivan Ferrari
5
3
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
