- Essays··7 min read
The Manifest Under the Compute Cluster
The Gulf's sovereign-AI pitch to Washington is correct on the compute and premature on the data. A 90 per cent contraction at Jebel Ali since February has redirected container flows through Khor Fakkan and Fujairah, where AI customs engines are now processing manifest data whose residency and governance have not been disclosed. The sovereignty claim does not survive the first serious information request a regulator would make about whose model is reading the paperwork.
ai-sovereigntygulf-tradesupply-chaindata-governanceRead - Essays··7 min read
Hannover Messe 2026 delivered an industrial AI arms race · copilot versus agent
The fork between copilot and agent is the right framing for the next two years of industrial AI. The technology is real. The governance architecture to match it is not yet built.
industrial-aiagentic-manufacturingdata-governancehannover-messe-2026Read