- 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.
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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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