Sovereign AI and the End of the Borderless Cloud

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...