When Chip Access Became Diplomacy
Today’s episode follows AI supply chains as they move from vendor strategy into state coordination, then turns through Google’s pressure points, Oracle’s AI-linked cuts, builder-facing GLM infrastructure, supercomputing concentration, content rights, and security.
Techmeme’s Pax Silica report gives the lead: the Netherlands joined a US-led chip supply-chain effort with South Korea and Japan, while Taiwan endorsed it without becoming a signatory.
IEEE Spectrum on Europe’s tech sovereignty package sets the counterpoint: Europe is still trying to reduce dependency in the same stack everyone…
The skinny
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