data-sovereignty
5 articles
- The Duplication Tax: The U.S.-China Tech Split Is a Permanent Infrastructure Cost
Export controls and data-sovereignty laws have divided the technology economy into two non-interoperable production systems. Multinationals now face a permanent cost premium from bifurcating infrastructure, products, data systems, and compliance operations.
- Sovereign Compute Attestation Expands U.S. Export Enforcement
Cryptographic attestation and hardware roots of trust support export-control enforcement. Value accrues to chip vendors, cloud providers, and compliance firms.
- Cloud Migration Is Not Binary: The Bifurcation of Hyperscaler Power and the Rise of Hybrid Infrastructure
The cloud-first mandate is outdated. Two independent pressures — cost math and jurisdictional law — are converging on hybrid architecture. Hyperscalers are winning the frontier AI layer almost unopposed while losing share at the steady-state, compliance-heavy layer. Multi-cloud is increasingly accidental architecture, not strategic hedging.
- Data Localization Economics: Who Captures the Sovereignty Rent
Data localization imposes a real infrastructure cost. States capture jurisdictional control, while hyperscalers and local trustees capture the economic rent. Firms and consumers pay the bill.
- Enterprise Procurement: Why Lowest Risk Is Replacing Lowest Price
Enterprise software procurement is shifting from cost optimization to risk-adjusted continuity. Pricing volatility, geopolitical fragmentation, and infrastructure scarcity are forcing buyers to weight sovereignty, compliance, and operational resilience alongside price.