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 not…
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. 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…