Sovereign AI - Interconnected

Sovereign AI with South Korean Characteristics

From beer (and fried chicken) summit to launching AI moonshots

Europe's Hidden Sovereign AI Gem: Nebius

As the notion of “sovereign AI” takes a stronger hold in the global AI infrastructure build out, I closely tracked the European Union’s rollout of its “Apply AI strategy” last week. After all, it was Europe’s AI4EU project that first coined the

Topics: Sovereign AI• Open Source•

The Real DeepSeek Moment Just Arrived

Last week, DeepSeek released a new version of its model to much fanfare. Except the fanfare did not come from the model’s performance improvement, hybrid nature (combining both reasoning and non-reasoning into a single model, like GPT-5), or strong agentic capabilities. It came

Topics: Cloud War• Sovereign AI•

($) Two Charts That Matter in Mary Meeker’s AI Deck

Topics: Cloud War• Middle East• Sovereign AI•

The Middle East Swings to American AI

With two important, long-term implications

Topics: Cloud Industry• Sovereign AI•

($) Stargate is America’s Sovereign AI

Topics: Nvidia• AI• Sovereign AI•

($) Software is Why Nvidia Will Not Become Cisco

Topics: Cloud Industry• Huawei• Sovereign AI•

Huawei Cloud and “AI in the Box”

Will “AI in a box” become a thing? Huawei Cloud is certainly trying to make it so. By packaging GPUs, networking, server racks, other hardware, and AI models all together, Huawei Cloud is pushing the adoption of AI infrastructure by putting everything an enterprise

Topics: Sovereign AI•

($) Do We Need Sovereign AI?

Topics: Open Source• Sovereign AI•

($) Tracking Global AI Talent Flow

Topics: Cloud Industry• Geopolitics• Sovereign AI•

US vs China: A Cloud Proxy War

The US-China tech “cold war” appears to have a new front: the cloud. According to the New York Times, both the Departments of State and Commerce are looking into new ways to restrict Chinese cloud hyperscalers, e.g. AliCloud, Huawei Cloud, Tencent Cloud, etc.