AI-Geopolitics

AI Implementation Plans, Problems, and Possible Solutions

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Problems A mismatch between planning horizons and capability velocity is one of the defining—and underappreciated—features of the current AI environment. Most large-scale AI implementation plans, whether for enterprise deployment, public services, national infrastructure, or defense, still follow multi-year cycles. Power procurement, permitting, construction, integration testing, workforce preparation, and regulatory alignment routinely take years. Meanwhile, frontier … Read more

Thinking Out Loud: The Mutuality of UHVDC and AI

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I’ve been watching the current buildout of UHVDC—the ultra-high-voltage lines designed to move massive amounts of electricity across continents—and AI data centers, and I keep coming back to a couple of questions: Are these two things building a virtuous cycle that pays for the grid of the future? Or are they locking us into a … Read more

The Compute Divide: Where AI Is Headed, and Who Gets to Follow

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Two questions get asked together so often that they can sound like one question. They aren’t. “Where is AI headed?” is a question about engineering — about what frontier labs can build next. “Can the world’s nations keep up?” is a question about power — about who can afford to build it, who controls the … Read more