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US Policy

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Inside America's AI Infrastructure Push: How US Policy Is Supercharging a Global Data Center Arms Race

US executive orders and the AI Action Plan have unlocked fast-track data center permitting, federal land for AI campuses, and billions in infrastructure investment. Here is how American AI policy is reshaping the global data center landscape in 2026.

March 12, 2026·8 min read

Semiconductors Geopolitics AI Supply Chain US Policy

The 2027 Tariff Cliff: How US China Chip Policy and Case by Case GPU Rules Should Shape Your AI Hardware Procurement

The United States now applies steep tariffs on Chinese electronics and is heading toward a June 2027 review cliff, while GPU exports are governed by case by case rules. This post explains what that mix means for AI hardware buyers and how to plan budgets in 2026.

March 12, 2026·10 min read