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Today we analyze "Pick a Side: Sovereignty, the Shrinking Backstop, and the Collapse of Trust." We break down the State Department framework asking thirty-five nations to choose between American and Chinese AI, the halving of Nvidia's financial guarantee for OpenAI's Ohio campus on the same day it announced 4.25 gigawatts there, and the governance split that saw Anthropic publish exactly how its watermark works while OpenAI dissolved the team that assessed catastrophic model risk.

Important Topics:

• Pax Silica: the State Department asks 35 partner nations to align with US AI systems — shared investment access, joint projects, coordinated export controls on models, semicon ...