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Sovereigns

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 9, 2024 by Elad Gil · across every show →

Everything said about Sovereigns, oldest first

May 9, 2024 bullish
Prediction Not checkable as stated
Elad Gil says sovereign nations may drive immense long-term AI compute demand
“And then the one other potential source of immense scale in the long run may be sovereigns as people want to customize models that are specific to their region or customs or language or culture or whatever it may be.”
Elad Gil May 9, 2024 ▶ 20:18 No Priors Ep. 63 | With Sarah Guo and Elad Gil
Feb 26, 2026 neutral
Opinion
Tiwari: Sovereign AI Projects Often Lack Local Expertise to Scale GPU Compute
“And so those are the two nuances I think with Sovereigns is they need to find players that can rapidly scale compute In the, in their countries, and oftentimes they don't necessarily have these players that know how to build and scale GPU compute.”
Neil Tiwari Feb 26, 2026 ▶ 29:22 Who's Actually Funding the AI Buildout?
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