Matt Walker
Publishes 1 feed
InfraVantage AI
Intelligence on digital infrastructure where it intersects with geopolitics, sovereignty, security, and policy. Coverage spans data centers, AI compute, energy systems, and telecom networks. Aimed at investors, policymakers, and enterprise strategy teams.
10 posts · theirs
Lately
Four Asian AI programs depend heavily on one river in Laos
Sovereign AI gains steam in Europe; US-China conflicts persist in subsea, transceivers, drones and Salt Typhoon
Washington builds its 6G coalition, Europe beefs up military
China opens the door, Washington arms itself
China's Digital Silk Road is set to become an AI export platform
China stakes its claim to global AI governance at WAIC
Gulf funds diversify AI bets while NATO standardizes drone defense
Europe places more AI bets while quantum deadlines tighten
Sovereign AI starts with connectivity
America's AI ego failed to deliver victory in Iran; Europe doubles down on sovereign AI
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