#china plus one strategy

Discover 2 curated intelligence briefings related to this specific topic.

The Sovereign Compute Gambit: Hedging Against the Hyperscalers
Technology & Innovation

The Sovereign Compute Gambit: Hedging Against the Hyperscalers

As countries from Egypt to the ASEAN bloc pursue sovereign AI, the goal has shifted from simple data residency to operational control. But can a state truly be sovereign when it still relies on foreign chips and cloud architectures?

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Southeast Asia is Building a House of Cards
Business & Work

Southeast Asia is Building a House of Cards

While FDI numbers suggest a triumphant migration of global manufacturing to Southeast Asia, a closer look reveals a precarious reliance on Chinese components and a critical void in mid-level technical expertise.

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