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Scarcity, Sovereignty, Strategy: Mapping the Political Geography of AI Compute

As AI systems grow more powerful, the computational infrastructure behind them has become a strategic resource, one that is unevenly distributed across the world. This episode takes a deep look at the three layers of compute sovereignty: where data centers are located, who owns them, and who manufactures the chips that power them. Zoe explains how access to compute has quickly shifted from a technical issue to a core question of economic resilience and sovereignty.

The conversation unpacks new research showing how few countries actually host advanced AI-relevant data centers, and how global…

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