Sovereign AI
2026
- 04-28 The Great Unwinding: Why This Week Just Killed the AI Alliance Era
- 04-13 The Agentic Singularity: When $135B CapEx Meets the Autonomy Horizon
- 04-05 The Silicon Debt Trap: Why $690B in Hardware is a Lease-to-Trash Contract
- 04-03 The Sovereign Compute Debt: Why National AI is a $240B Infrastructure Trap
- 03-25 The $720B Concrete Floor: Why Software is Dead and Physics is King
- 03-17 The $1 Trillion Delusion: Why Nvidia's GTC 2026 is a High-Bandwidth Debt Trap
- 03-15 Agentic Infrastructure Debt: The End of SaaS and the Rise of Sovereign Swarms
- 03-13 The $700B Illusion: Sovereign AI as a Hyperscaler Vassal State