Sovereign Compute
Articles (2)
AIanalysis
Four Listings, One Ledger: China's GPU Buildout in Audited Numbers
China's listed GPU pure-plays now have comparable audited numbers: an industry that is real, unprofitable, customer-concentrated, and scaling anyway.
AI InfrastructureNVIDIA
AIanalysis
Britain's Sovereign-Compute Day: A £2bn AMD Bet Meets a £1.1bn State Plan
Britain is funding homegrown silicon for machines that, for now, run on an American vendor's chips. Whether that buys sovereignty or quietly rebrands dependence is the question the spending leaves open.
AI InfrastructureExascale Computing