Everything on Geopolitics & Policy

US government negotiations with SK Hynix and Samsung to build domestic chip factories highlight the strategic importance of securing the AI hardware supply chain.

Impact: Domestic manufacturing initiatives could reduce supply chain risks and strengthen the US position in the global AI race.

— from AI Infrastructure Shifts: SK Hynix IPO, Sunrun Nodes · The AI Engineer Podcast· Jul 10, 2026

Germany lacks a coherent 2030 vision for digital sovereignty, particularly in energy and robotics. Höttges advocates for proactive investment in high-performance computing and process automation to maintain industrial relevance.

Impact: Businesses must advocate for policy reforms that support long-term infrastructure investment, as current regulatory frameworks hinder innovation and competitiveness.

— from Tim Höttges: Strategy, Regulation, and Leadership · OMR Podcast· Feb 08, 2026