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Gulf Capital and Chinese Exascale Reveal Two Diverging AI Power Strategies

Nations and blocs are pursuing fundamentally different strategies for securing AI infrastructure advantage: some through capital deployment into integrated Western supply chains, others through architectural substitution designed to circumvent export controls. Both strategies are maturing simultaneously, reshaping the geopolitics of AI capability.

4 signals tracked

  1. MGX's $50bn fund and China's CPU-only supercomputer crystallise in the same week

  2. Orbital AI centres, BESS workarounds, and European pledge gaps deepen divide

  3. Taiwan criminal penalties proposal and China's $295B plan crystallise the split

  4. China self-blocks H200 as Samsung strike and FTC probe add new fractures