Silicon Empires
Nick SrnicekA newsletter about AI, geopolitics, and capitalism.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 7 months ago | Last Issue | 7 months ago |
| Active | |||||
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siliconempires.substack.comLatest Issues
Financing AI Compute
Financing AI Compute
One thing I’ve been trying to understand better over the past week or so is the nature of the various deals being made to build out AI infrastructure. Until this year, most of this capex was funded through the profit...
Exporting the AI Stack
Most of the discussion around America’s AI strategy abroad has focused on the AI Action Plan - but perhaps more important was the Executive Order on exporting the AI stack.
The blog here is an enlightening piece on the EO, from one of...
Silicon Empires Out Now
Today is the official UK publication day for Silicon Empires! I’m excited to have it out and hear what people think of it. There’s an enormous amount of material out there on the political economy of AI and with new events happening every d...
Developments in the AI Bubble
There have been two big changes to the precarity of the AI industry in the last year.
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More and more companies are turning to debt to finance AI capex (see Meta, xAI, Oracle)
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OpenAI’s flurry of deals in the past month are tying m...
Quick Thoughts on the AI Action Plan
A few quick thoughts on the US AI Action Plan released yesterday.
First, it follows the general Trump shift (with full lobbying support of the Big AI companies) towards less regulation. Extra provisions in the CHIPS Act are to be remov...
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