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Sovereign AI is spreading as the US pushes Pax Silica; Uzbekistan pushes back
A German retailer, a French AI lab's deal with Saudi Arabia, and a UK-Ukraine military pact all reduce dependence on dominant AI suppliers
19 hrs ago
•
Matt Walker
2
A third of the uranium behind US AI power deals is Canadian
Every gigawatt of nuclear power a US hyperscaler contracts for relies upon a fuel supply chain in which Canada plays a prominent role
Sep 5
•
Matt Walker
2
August 2026
The US demands AI loyalty from allies; China's open-weights momentum and infrastructure buildout show the contest is just beginning
Cronyism, hypocrisy, and open-weights diffusion are shaping a race where American institutional decay undermines US leverage too fast for export…
Aug 21
•
Matt Walker
2
Four Asian AI programs depend heavily on one river in Laos
Thailand, Vietnam, Cambodia, and now Singapore will rely on Lao power transmitted by China Southern Power Grid
Aug 19
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Matt Walker
1
Sovereign AI gains steam in Europe; US-China conflicts persist in subsea, transceivers, drones and Salt Typhoon
Regulators formalize AI oversight, earnings calls attach dollar figures, and the physical infrastructure layer draws new attention
Aug 7
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Matt Walker
2
July 2026
Washington builds its 6G coalition, Europe beefs up military
Twenty-four nations join the standards fight against China; meanwhile, UK and Germany upgrade defense communication networks, embracing standards and…
Jul 31
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Matt Walker
3
1
China opens the door, Washington arms itself
WAICO, an $86 billion memory chip listing, and a humanoid robot ban frame a week of diverging AI strategies
Jul 24
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Matt Walker
2
China's Digital Silk Road is set to become an AI export platform
China is nearly caught up in the frontier model wars, and it already has distribution
Jul 21
•
Matt Walker
3
2
China stakes its claim to global AI governance at WAIC
Xi's first keynote, a 29-nation cooperation body, and a US posture hardening in response; DeepSeek and Huawei make a big splash
Jul 17
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Matt Walker
1
Gulf funds diversify AI bets while NATO standardizes drone defense
Abu Dhabi closes a historic $49 billion AI fund as NATO allies commit $40 billion to using AI to optimize airspace protection
Jul 10
•
Matt Walker
Europe places more AI bets while quantum deadlines tighten
Redmond, Paris, and Ankara set deadlines driven by one threat: harvest now, decrypt later
Jul 3
•
Matt Walker
June 2026
Sovereign AI starts with connectivity
Governments pushed to control the physical layer this week, from MWC Shanghai to Santiago
Jun 26
•
Matt Walker
3
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