Compute & Connectivity Desk

Sovereign positions in AI, semiconductors, networks, and digital infrastructure.

LATEST

The Quantum Letters Became Contracts — and the Equity Was the Least of It

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Sep 14, 2026

Compute & Connectivity Desk

Washington's Export Bank Signs Its Largest Domestic Loan Yet — for a Factory, Not a Shipment

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Sep 14, 2026

Compute & Connectivity Desk

In Korea's Latest Growth-Fund Round, the Loans Dwarf the Equity

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Sep 5, 2026

Compute & Connectivity Desk

Commerce Sends Seven More Letters of Intent — and the CHIPS Equity Program Reaches US$3.8 Billion

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Aug 26, 2026

Compute & Connectivity Desk

EXIM Approved US$50 Million for Serbia's 5G — and the Charter Ties Every Dollar of the Loan to American Equipment

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Aug 26, 2026

Compute & Connectivity Desk

Brasília Contracted One Half and Tendered the Other

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Aug 25, 2026

Compute & Connectivity Desk

Korea Owns the Fab and Rents the Toolchain — a KRW 5 Trillion Fund Aimed at Everything Around the Wafer

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Aug 17, 2026

Compute & Connectivity Desk

The Asian Development Bank's First-Ever Sukuk Is Also the First Green One for a Data Center

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Aug 5, 2026

Compute & Connectivity Desk

Abu Dhabi's AI Fund Closes Above Target at US$49 Billion — Chaired by the National Security Adviser

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Aug 2, 2026

Compute & Connectivity Desk

Abu Dhabi's MGX Takes Its Largest Bet Yet on the Physical Layer of AI — a US$40 Billion Data-Center Buyout

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Aug 2, 2026

Compute & Connectivity Desk

Europe Quadruples Its Tech-Champions Fund — a €15 Billion Vehicle Built to Keep Scale-Ups European

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Aug 2, 2026

Compute & Connectivity Desk

Europe's Development Bank Makes Its First Move Into Senegal — €170 Million Committed, €100 Million Held in Reserve

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Aug 2, 2026

Compute & Connectivity Desk

Seoul Scraps a New Sovereign Fund and Retrofits an Old One — Two Vehicles, Announced a Day Apart

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Aug 2, 2026

Compute & Connectivity Desk

South Korea Is Building a State Venture Arm for Defense Tech — ₩10 Trillion, Modeled on the CIA's In-Q-Tel

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Aug 2, 2026

Compute & Connectivity Desk

New Delhi Trades the Subsidy Check for a Cap-Table Seat — India's Semiconductor Program Goes Equity

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Jul 30, 2026

Explainer

Three Ways a State Buys the Stack — and the Three Dependencies They Create

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Jul 8, 2026

Column

Two Powers, One Pivot State: Serbia Is Where the Stack War Gets Personal

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Jul 7, 2026

Compute & Connectivity Desk

A €1 Billion Broadband Loan Italy Is Calling Strategic Autonomy

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Jul 5, 2026

Compute & Connectivity Desk

France Adds €655 Million to the Sovereign-AI Bill — a Top-Up, Not a New Vehicle

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Jul 5, 2026

Explainer

How Beijing Buys Control of AI Without Outbidding Anyone

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Jul 5, 2026

Compute & Connectivity Desk

In DeepSeek's First Outside Round, Beijing Bought the Votes — Not Just the Shares

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Jul 5, 2026

Compute & Connectivity Desk

Kuwait Anchors a US$10 Billion Fund Where AI Compute Meets the Grid

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Jul 5, 2026

Compute & Connectivity Desk

Washington Seeds a Trusted Chip Alliance — and Calls It Capital

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Jul 5, 2026

Compute & Connectivity Desk

Washington Stops Subsidizing Quantum and Starts Owning It

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Jul 5, 2026

Column

The Year Governments Decided AI Was Too Strategic to Rent

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Jul 4, 2026

Compute & Connectivity Desk

LATEST

The Quantum Letters Became Contracts — and the Equity Was the Least of It

Washington's Export Bank Signs Its Largest Domestic Loan Yet — for a Factory, Not a Shipment

In Korea's Latest Growth-Fund Round, the Loans Dwarf the Equity

Commerce Sends Seven More Letters of Intent — and the CHIPS Equity Program Reaches US$3.8 Billion

EXIM Approved US$50 Million for Serbia's 5G — and the Charter Ties Every Dollar of the Loan to American Equipment

Brasília Contracted One Half and Tendered the Other

Korea Owns the Fab and Rents the Toolchain — a KRW 5 Trillion Fund Aimed at Everything Around the Wafer

The Asian Development Bank's First-Ever Sukuk Is Also the First Green One for a Data Center

Abu Dhabi's AI Fund Closes Above Target at US$49 Billion — Chaired by the National Security Adviser

Abu Dhabi's MGX Takes Its Largest Bet Yet on the Physical Layer of AI — a US$40 Billion Data-Center Buyout

Europe Quadruples Its Tech-Champions Fund — a €15 Billion Vehicle Built to Keep Scale-Ups European

Europe's Development Bank Makes Its First Move Into Senegal — €170 Million Committed, €100 Million Held in Reserve

Seoul Scraps a New Sovereign Fund and Retrofits an Old One — Two Vehicles, Announced a Day Apart

South Korea Is Building a State Venture Arm for Defense Tech — ₩10 Trillion, Modeled on the CIA's In-Q-Tel

New Delhi Trades the Subsidy Check for a Cap-Table Seat — India's Semiconductor Program Goes Equity

Three Ways a State Buys the Stack — and the Three Dependencies They Create

Two Powers, One Pivot State: Serbia Is Where the Stack War Gets Personal

A €1 Billion Broadband Loan Italy Is Calling Strategic Autonomy

France Adds €655 Million to the Sovereign-AI Bill — a Top-Up, Not a New Vehicle

How Beijing Buys Control of AI Without Outbidding Anyone

In DeepSeek's First Outside Round, Beijing Bought the Votes — Not Just the Shares

Kuwait Anchors a US$10 Billion Fund Where AI Compute Meets the Grid

Washington Seeds a Trusted Chip Alliance — and Calls It Capital

Washington Stops Subsidizing Quantum and Starts Owning It

The Year Governments Decided AI Was Too Strategic to Rent

Capital Statecraft

Capital Statecraft