Catalog · Sovereign AI & Geopolitics

Strategic Minerals, AI Diplomacy & Investment Screening

What’s inside

1. Module 1

   The Upstream Squeeze: Strategic Minerals and the Physical Base of Compute

   • Rare Earths and the Processing Chokepoint · 3 min · narrated
   • Gallium, Germanium and the Retaliation Toolkit · 3 min · narrated
   • Module review

2. Module 2

   The Diplomacy of Compute: Bilateral and Multilateral AI Statecraft

   • The U.S.-UAE Agreement and the Gulf Compute Corridor · 3 min · narrated
   • Chip 4, the TTC and Coalition Semiconductor Policy · 4 min · narrated
   • Module review

3. Module 3

   Gatekeeping Ownership: Inbound Investment Screening

   • CFIUS and the American Screening Machine · 3 min · narrated
   • FIRB, EU FDI Screening and the Global Regime · 4 min · narrated
   • Module review

4. Module 4

   The New Compute Map: Who Finances and Owns AI Infrastructure

   • Sovereign Capital and the Geopolitics of AI Infrastructure Finance · 4 min · narrated
   • The Compute Map Redrawn: Scenarios and Second-Order Effects · 4 min · narrated
   • Module review