Series · 3 parts
Sovereign & Geopolitical AI
Regulation, export controls, sovereign compute, and the talent flows that move with them.
01Part 1·Geopatriation in Plain Sight: A Field Report from Brussels, Delhi, and Washington
Geopatriation — the localisation of AI workloads under sovereign pressure — is the dominant pattern in 2026. The compute sits under local governance; the silicon supply chain has n…
02Part 2·The Two-Front Squeeze: AI's Energy Appetite Meets Its Own Regulation
The regulatory squeeze and the energy squeeze are the same squeeze — and the industry has been running two separate playbooks as if they exist in different universes. They don't.
03Part 3·The Agentic AI Gap: SR 11-7 Is Dead, the EU AI Act Is Late, and Banks Are Shipping Agents Anyway
Three jurisdictions, zero frameworks designed for the agents already in production. The governance gap between SR 26-2's carve-out, the EU's sixteen-month delay, and the UK's 'furt…