The Gist
← Back to today's brief

Track This Theme

Malaysia, the Gulf, and the Fragmentation of AI Infrastructure Geography

The geographic dispersal of AI compute capacity beyond US and European data centres, driven by export controls, energy costs, and sovereign capital — and its implications for AI governance, supply chain resilience, and geopolitical influence.

3 signals tracked

  1. OpenAI plants compute in Malaysia; Saudi Arabia races to export it

  2. Onshoring, energy costs, and sovereign pledges reshape AI's geography

  3. UK bets on Anthropic exodus while data centre siting hits legislative wall