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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
•
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
•
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
•
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
•
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
•
Ivan Ferrari
1
1
April 2026
Ukraine Is Assembling the Inputs for European Sovereign Compute
Wartime decentralisation has produced exactly the topology European hyperscalers now need: clean baseload, distributed firming, and a credential layer…
Apr 28
•
Ivan Ferrari
1
HYPERSCALERS ARE THE NEW FISCAL BUFFER
How hyperscaler balance sheets became the US macro-stabilizer, and why the Gulf's public capital stack is the credible backup
Apr 21
•
Ivan Ferrari
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
1
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
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