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Geopolitics & Policy
The Sovereign AI State: How Nations Are Weaponizing Artificial Intelligence Policy
In January 2025, the US announced Project Stargate, a $500 billion AI infrastructure commitment from OpenAI, SoftBank, Oracle, and MGX. The EU AI Act entered full force in August 2026 with tiered risk-based obligations, then pivoted with the AI Omnibus Amendment deferring high-risk deadlines to 2027-2028. China's DeepSeek-R1 detonated in January 2025, demonstrating near-frontier capabilities on restricted hardware and erasing $600 billion from Nvidia's market capitalization in a single day. The global AI industrial policy race is the defining geopolitical competition of the decade: nations are no longer debating whether to intervene in AI development. They are competing on the scale, speed, and strategic targeting of that intervention.
2026-05-10
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