Sovereign AI

($) Two Charts That Matter in Mary Meeker’s AI Deck

This post is for our premium members only.

Jun 2 •

($) Stargate is America’s Sovereign AI

This post is for our premium members only.

Jan 22 •

Swing Vote of Global AI Competition: the Middle East

Three natural advantages: energy, money, geography

Jul 15, 2024 •

($) Software is Why Nvidia Will Not Become Cisco

NIM is the tip of the spear

Jun 21, 2024 •

Huawei Cloud and “AI in the Box”

Is on-prem cool again?

May 23, 2024 •

($) Do We Need Sovereign AI?

The more I think about it, the more I think we do.

Mar 17, 2024 •

($) Tracking Global AI Talent Flow

Is sovereign AI keeping more talents at home?

Mar 8, 2024 •

US vs China: A Cloud Proxy War

As diplomacy and cloud collide, regions to watch: Southeast Asia, Latin America, the Middle East.

Jul 3, 2023 •

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