HeyJaredSteffen Hessel
Sovereignty First. Ex-Government Affairs. Now independent macro research from Singapore & Bali. No institutional bias. Covering the collapse of ideals and the resurgence of realism.
- Indexed issues, last 90 days
- 2
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- Jul 24, 2026
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- Jul 12, 2026
Latest issues
The Real Estate of Intelligence (opens the original)
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Every major infrastructure system begins with geography. Over time, location often matters more than the technology it hosts. Railways only reshaped economies once they connected the right places. Ports mattered because of the coastlines they occupied. Today, the same logic can be applied to the infrastructure that trains and runs artificial intelligence.AI models can be copied and redeployed almost instantly. By contrast, data centres are tied to fixed locations, draw electricity from a specifi
The Sovereignty Layer (opens the original)
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Over the past year, "sovereign AI" has moved from a talking point to a capital commitment. Saudi Arabia’s HUMAIN — the Public Investment Fund’s AI vehicle — has anchored more than $100 billion in reported AI infrastructure commitments, including a $3 billion stake in xAI’s Series E round and a 480-megawatt national data center already online. The UAE’s Stargate project, backed by G42, OpenAI, Oracle, and Nvidia, is building toward 1 gigawatt of compute as the anchor of a planned 5-gigawatt campu
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