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The Sovereign GPU Arbitrage: Why Geopolitics is the New Infrastructure Bottleneck
Digital Sovereignty is the most expensive hallucination in modern geopolitics. Behind the nationalistic press releases about... -
The Sovereign Intelligence Stack: Decoding the Geopolitical Moat of 2026
The era of “AI as a Global Commodity” is over. For the past three years, the world operated on the assumption that intellige... -
The Age of Silicon Specialization: Why Generic Compute is the Next Legacy Debt
The “NVIDIA Era” of 2023-2025 was built on a single, powerful assumption: that AI models are software, and software should r... -
The Death of the Vector Database: Decoding the Agentic Memory Revolution
The industry is finally waking up from its vector database (Vector DB) fever dream. For the last three years, we were told t... -
The Infrastructure Debt-Supercycle: Decoding the $1.5 Trillion AI Bet
The narrative of “AI ROI” has hit a wall. For the last 18 months, the market has obsessively polled enterprise CIOs about “v...