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Industry Analysis

Korea's sovereign AI stack: who gets the GPUs, models and chips

Korea's sovereign AI effort in plain terms: the Nvidia GPU split, the national model contest down to three teams, local NPUs and the AI Basic Act.

Oct 19, 202615 min read
Industry Analysis

Korea's memory makers and the AI boom: HBM, shares, risks

What HBM is, why Samsung and SK hynix matter to AI chips, how their share shifted in 2026, and the risks that emerged in October. Sourced and dated.

Oct 19, 202616 min read
Industry Analysis

Rapidus explained: Japan's state backed 2nm chip project and its money

What Rapidus is building in Hokkaido, how much public and private money is reported, what has been announced since 2025, and what is still unproven.

Oct 19, 202614 min read
Industry Analysis

Japan's second AI Basic Plan (July 2026) explained in plain terms

What Japan's July 2026 AI Basic Plan says on compute, power, governance and cyber risk, how the AI Promotion Act works, and what it does not require.

Oct 19, 202615 min read
Industry Analysis

Why AI labs and cloud vendors pick one country for data centres

What decides where AI data centres go: power, grid access, permits, tax, cooling, data rules, chip export limits and trust, with sourced examples.

Oct 19, 202614 min read
Industry Analysis

How an AI lab picks a data centre site: a step by step walk through

A step by step look at how an AI lab narrows a site, from workload and megawatts to grid, permits, law and chips, with sourced real examples.

Oct 19, 202615 min read
Industry Analysis

AI data residency and sovereignty: what really stays in country

What residency and sovereignty mean for AI, what Claude, OpenAI and sovereign clouds offer today, and the transfer limits to check in the fine print.

Oct 19, 202614 min read
Industry Analysis

AI chip export controls explained: US rules and who can get GPUs

A plain guide to US export controls on AI chips, from the 2023 rules to the 2026 changes for China and the UAE, using only official government documents.

Oct 19, 202614 min read
Industry Analysis

Gulf AI data centres 2026: UAE, Saudi Arabia and Qatar compared

What the UAE, Saudi Arabia and Qatar are each building for AI compute in 2026: announced capacity, chips, money, power and the open questions, with dates.

Oct 19, 202616 min read

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