Compute Statecraft
Daily maps on AI, geopolitics, and tech power - clear signals, credible sources, fast context.
Construction for Micron's ¥1.5 trillion ($9.6 billion) DRAM plant expansion in Higashihiroshima, Japan begins in May 2026, aimed at high-volume advanced HBM production and localizing advanced packaging within the G7 security perimeter.
Open MapCritical lithography supplier; focal point of G7 semiconductor alignment tensions following the Dutch government's May 14, 2026 explicit parliamentary objections to unilateral US export control expansions (MATCH Act). • Netherlands / Global
Global cloud and AI infrastructure operator using sovereign partitions, custom silicon, and frontier-lab capacity agreements to shape where advanced AI can train, deploy, and stay under jurisdictional control. • United States / Europe / Global
Platform-scale AI infrastructure operator scaling custom silicon, cloud CPUs, power procurement, and hyperscale data-center buildout. • United States / Global
State actor pairing sovereign compute procurement, domestic photonics manufacturing, and trusted-partner AI coordination. • North America
State actor using public compute procurement, semiconductor incentives, and coalition politics to turn domestic AI demand into sovereign AI infrastructure leverage. • India
China's cabinet-level executive department responsible for formulating foreign trade policy, administering export controls, and managing critical mineral export quotas (such as tungsten, antimony, and gallium). • China
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