Sovereign Compute
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Enterprise AI is moving onto servers companies own. The strongest models built to run there come from Chinese labs, and the West has not…
In January, a federal judge in the Southern District of New York ordered OpenAI to hand over twenty million de-identified ChatGPT conversations to news…
20 hrs ago
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Ivan Ferrari
2
2
China and the USA control AI. The World Needs a Third AI Pole.
India is the only candidate at scale for a non-aligned third pole in AI. The capital and compute it needs sit inside the two blocs it has chosen not to…
Jul 7
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Ivan Ferrari
5
3
Democracies Now Depend on Token Capital
AI frontier models are within reach of any government. The new evolution of democracies depends on them. Only the nations that own enough power…
Jul 2
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Ivan Ferrari
1
3
1
June 2026
A Trillion Dollars of AI Debt, on One Fragile Assumption.
A free Chinese AI model put pressure on the one assumption holding the AI debt market together, and it matters more to bondholders than shareholders.
Jun 23
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Ivan Ferrari
3
2
2
A Fifth of US AI Startups Run on Chinese Models. Washington Controls the Chips but Not the Models.
Four rounds of export controls secured the hardware layer. At the software layer, close to one in five US startups builds on Chinese open weights, and…
Jun 16
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Ivan Ferrari
2
1
The Stress Test Framework of Sovereign AI Strategies: Introducing the TIP Triangle
A framework that scores sovereign AI resilience and readiness, then breaks it under pressure and reveals cascading scenarios. The interactive model is…
Jun 12
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Ivan Ferrari
3
4
How Microsoft Became the West's Distribution Channel for Chinese AI
A federal court ordered OpenAI to hand over 20 million user conversations. Microsoft and Nvidia are now moving AI onto the device, where Chinese models…
Jun 9
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Ivan Ferrari
1
Europe Is Paying to Switch Off the Power Its AI Needs
Germany and Spain set record negative-price hours in 2025 while Brussels says it lacks the energy to build frontier compute.
Jun 2
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Ivan Ferrari
May 2026
AI Is Racing to Replace Rare Earths. China Already Replaced US Chips.
The asymmetric decoupling is already visible in the data.
May 26
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Ivan Ferrari
The American Compute Corridor Through Russia. The Alternative to the Gulf?
The Ukraine peace plan named AI, data centers, and Arctic rare earths as pillars of long-term US-Russia economic cooperation. Putin’s 9 May overture…
May 19
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Ivan Ferrari
Statecraft Is Compute. Six things a state surrenders if it does not control its compute, scored across the major players.
The United States, China, Singapore, Saudi Arabia, the UAE, Qatar, have moved from regulating AI to building it. The chair of the AI vehicle is…
May 11
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Ivan Ferrari
2
THE AFRICA AI ARBITRAGE
The continent that holds 25% of humanity by 2050 still hosts under 1% of the world's data center capacity. The race to close that gap is rewriting where…
May 5
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Ivan Ferrari
1
1
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