Much of the discussion around AI infrastructure is currently focused on scale. New projects are increasingly being discussed in hundreds of megawatts, with some proposed AI campuses extending into gigawatt territory. There are good reasons for this. Training increasingly capable foundation models requires enormous amounts of compute, and concentrating thousands of GPUs in a small […]

For the last two years, the AI industry has been obsessed with sovereignty. Sovereign AI. Sovereign clouds. Sovereign compute. National AI factories. Regional AI ecosystems. Across Europe and beyond, governments and enterprises are racing to ensure that AI infrastructure, data, and models remain under local control. The reasoning makes sense. AI is no longer just […]

Why the world needs to think beyond speed and cost The Blind Spot in AI’s Big Moment The UK government recently announced new plans for AI infrastructure. Other countries are doing the same, working urgently to build bigger data centers, expand AI capacity, and secure Sovereign and Confidential AI capabilities. Whenever these announcements happen, the […]

