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The next AI infrastructure deal is less about chips than about who finances substations, secures grid access, and absorbs the risk of 24/7 power demand.
When the U.S. rescinds AI-accelerator diffusion rules, the alliance shift isn’t less control—it’s more enforceable cooperation: licensing pathways, data-center VEU programs, and shared compliance standards.
A new $38B compute pact and the OCI MSA optical consortium shift AI infrastructure partnerships from buying capacity to jointly defining how clusters work end-to-end.