- Essays··8 min read
The Port Runs on Rented Steel
American ports are deploying AI on a two-to-three-year clock onto crane infrastructure that will take a decade to replace — roughly 80% of it still built by Shanghai Zhenhua. The sovereignty gap is the distance between those two timelines, not a gap between competing models. Three failure points are already in the calendar: the ILA contract running to 2031, no credible domestic crane pipeline, and freight data that crosses LOGINK on every overseas transit.
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A Cabinet, a Court, a Copyright Clause: The Gulf's Quiet Legal-AI Build
While the June headlines fixed on Gulf gigawatts and GB300 licences, three quieter moves redrew the region's AI map one layer above the chip — in the statute book. A new UAE federal AI-and-data authority, a Saudi copyright exception that opens a training-data corridor the EU is busy closing, and the DIFC's autonomous-systems rules together sketch what a sovereign legal-AI stack will look like.
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the EU keeps publishing the memo. it still hasn't built the credential.
Europe has the frameworks and four fresh sets of guidelines. What it still doesn't have, in operational form, is the credential in the middle of the stack — independently assessed, portable across all 27 states, the thing a vendor course maps to rather than competes with.
ai-educationeu-digital-policycredentialingai-sovereigntyRead - Essays··7 min read
The AI Rulebook Is Now a Customs Form
The last forty days of AI regulation were barely about AI. They were about ports, subsidiary structures, export taxes and chips that triangulate their own location. The rulebook is now a customs form.
ai-regulationexport-controlseu-ai-actai-sovereigntyRead - Essays··7 min read
Copper ran out of road, and nvidia just bought the on-ramp to what's next
Two press releases, forty-eight hours apart, told you more about the next decade of AI infrastructure than any keynote. Copper ran out of road, and NVIDIA just bought the on-ramp to what comes next.
ai-infrastructureco-packaged-opticsnvlink-fusioninterconnectRead - Essays··8 min read
Three flags, one substrate
Three weeks of racks, export approvals, and merger announcements turned the sovereignty debate from a slide into a bill of materials. Run your finger down the supplier line and the cleanest framings on both sides fall apart.
ai-sovereigntycompute-supply-chaineu-ai-actdeepseek-huaweiRead - Essays··8 min read
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 been localised at all. The truth is in the clauses.
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