AI Geopolitics
Competition between states over AI capability, and the instruments used to constrain it. Export controls and compute diplomacy, sovereign AI programmes, AI in military doctrine, deterrence and escalation thinking, and the international agreements attempted around all of it.
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Reading Superpowers and AGI: Bombing Data Centres Is an Old Idea, and It Is Not Disarmament
A report on AGI and US-China competition spent last week being reported as a proposal to bomb Chinese data centres.…
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The Stack Was Already There. The Controls Gave It Customers.
Huawei shipped Ascend, CANN and MindSpore in 2019, three years before the first export controls. What the controls supplied was…
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The Precedent Was the Letter, Not the Model
In June 2026 a Commerce letter took two frontier models off the market for every user on earth, using an…
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