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China’s AI Infrastructure: Building the Digital Backbone
China's Ministry of Industry and Information Technology (MIIT) has released a new three-year plan for integrating artificial intelligence with the country's information and communications sector. Framed as the "AI + Information and Communication" initiative, the document lays out targets for intelligent network operations, expanded computing infrastructure, AI-enabled telecom services, and more than 30 high-value application scenarios by 2028. Illustration by The Geostrata AI

THE GEOSTRATA
3 days ago5 min read


The World’s Richest Vendor: How NVIDIA Is Financing The AI Bubble
The traditional view of NVIDIA that prevailed was that the firm was the world’s most dominant supplier of AI chips. While that still holds true, over the past eighteen months, the firm has simultaneously pursued the path of a venture investor, a loan guarantor, and a customer-financing arm for the very companies that buy its hardware. The role NVIDIA now plays as a chip vendor and a chip financer is what is driving the already expanding AI bubble. By making credit access easi

THE GEOSTRATA
7 days ago4 min read


The Quiet Strategic Asset: Uranium, The New Oil
Uranium is a heavy metal, mined from the ground like any other essential commodity, such as coal or iron ore. It is not of much importance when it is first mined, but becomes important when it has gone through a process inside a nuclear reactor wherein its atoms split apart in a process called fission, and that reaction releases an enormous amount of heat. Illustration by The Geostrata Heat boils water into steam, then the steam spins a turbine, which then generates electrici

THE GEOSTRATA
Sep 206 min read


Securing India’s Digital Future: The Strategic Need for More Data Centres
In this globalised world, information travels faster than borders and hence data has emerged as a significant determinant of national...

THE GEOSTRATA
Sep 10, 20254 min read


FOCUS - The ASML Way by Marc Hijink
Moore’s Law states that the number of transistors inside an integrated circuit doubles every two years. While the world claims that we...

THE GEOSTRATA
Jun 5, 20244 min read
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