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Chip sovereignty turns AI spending into a geopolitical moat
Jul 29, 2026SOURCE: digdebate.com
SO WHAT
The window is narrowing toward a world where access to chips decides who can build intelligence at all.
McKinsey projects 30% to 40% of global AI spending will be sovereignty-influenced by 2030, implying a $600 billion structural shift. The wire is clear: compute is becoming border policy.
This is Negative Resistance’s reframed reading of a reported signal. The headline and analysis above are our interpretation through the thousand-day-window lens. The original reporting lives at the source linked above.