Archive - InfraVantage AI

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

18 hrs ago • Matt Walker

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

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 • Matt Walker

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

America's AI ego failed to deliver victory in Iran; Europe doubles down on sovereign AI

Hegseth cuts NATO jets and drones, Trump backs down from Iran, and Eurosatory 2026 shows European defense firms already moving on

Jun 19 • Matt Walker

China drafts a $295 billion answer to export controls

Beijing plans a national AI compute network comprised of 80% domestic content, while Brussels' gigafactories stall and Taiwan weighs criminal chip bans

Jun 12 • Matt Walker

Offensive AI and the sovereign buildout

From the NSA's offensive AI deployments to a €75 billion data center bet on France, the state has moved to the center of AI infrastructure

Jun 8 • Matt Walker

Welcome to InfraVantage

Introducing a new research publication at the intersection of AI, digital infrastructure, and geopolitics

Jun 5 • Matt Walker and Tim Lin

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