"So in the year to come: on the geopolitical front I’m going to be interested in attempts to concretize a compute-dollar system, moves made by the Compute Axis, the Gulf’s attempts to manage its role in the global AI value chain, and how “Sovereign AI” will be used to lock allies and clients into dependence on our tech stack. These projects overlap and contradict. Some require vertical integration under U.S. control, some require horizontal outsourcing to private actors and client states. Some require decisive action and speed and flexibility. But all do require permanent and durable institutions to build some sort of global technological system, even if it is just an appendage of a desperate gambit to preserve geostrategic primacy. Is any of this going to work? I hope not. Do you want to live in a world where America manufactures sovereignty crises to graft its national champions onto various countries? Do we want to have a global competition among elites racing to offer up their nations’ digital futures on a platter in hopes for crumbs? Probably not. Which parts of this vision will succeed, which will fail, and which will transform into something more ugly?"
https://thetechbubble.substack.com/p/the-ai-bubble-in-2026-14
#AI #GenerativeAI #AIBubble #SovereignAI #FossilFuels