Sovereign AI and the End of the Borderless Cloud
About this episode
This episode discusses the end of the borderless cloud era and the strategic importance of AI infrastructure as a national utility.
Send us Fan Mail The borderless cloud era is ending. In the second week of January 2026, four government decisions announced in rapid succession made that shift undeniable: the UK activated its £500 million Sovereign AI Unit, France committed €109 billion, the UAE consolidated a $40 billion data centre portfolio, and the Trump administration revised chip export rules to China. In this episode, we examine why AI infrastructure is now being treated as a strategic national utility on par with en...
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