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Applied AI·August 26, 2026·1 min read

Huawei Courts Egypt With AI Chips in Test of US Tech Diplomacy

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Huawei pitching AI data centers for Egypt’s military and public sector puts AI infrastructure squarely inside great-power diplomacy — Washington is already assembling a counteroffer. For global operators, AI stack choices in emerging markets are becoming geopolitical decisions, not just vendor RFPs.

Applied AI

Indian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems and plans to offer 1GW of computing capacity as part of an $8B project

An $8B build with 9,000 Nvidia Vera Rubin systems targeting 1 GW of compute in India shows hyperscale AI capacity is no longer confined to US, EU, and China. For AI builders, this opens a new geography for large-scale training and inference — but also raises questions about power, grid, and export-control exposure in your deployment map.