Sovereign AI

Sovereign AI with South Korean Characteristics

From beer (and fried chicken) summit to launching AI moonshots

Nov 5 •

Europe's Hidden Sovereign AI Gem: Nebius

I added a new category “Sovereign AI” to our grouping of posts.

Oct 15 •

The Real DeepSeek Moment Just Arrived

Last week, DeepSeek released a new version of its model to much fanfare.

Aug 25 •

($) 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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