Institutional Intelligence

The deals, the regulation, the compute.
Written by an operator.

Sovereign AI infrastructure is a $61B market moving fast. Every two weeks, the Sovereign AI Briefing delivers the intelligence that CIOs, infrastructure investors, and compliance leads at EU-regulated institutions need to make decisions. No academic hedging. No marketing language. Just what happened, what it means, and who it affects.

Cadence Bi-weekly
Format ~900 words
Access Select invite
Platform Substack
01

Sovereign AI Infrastructure

National compute buildouts, data center investments, and the infrastructure contracts reshaping who owns AI capacity in Europe and beyond.

02

EU AI Act Enforcement

The regulation moved from theory to teeth in 2026. What the enforcement actions mean, who they hit, and what compliance actually requires.

03

DORA & Financial Compliance

How the Digital Operational Resilience Act intersects with AI deployment at banks, insurers, and financial market infrastructure.

04

NATO-Aligned Compute

The emerging defense and security compute market. Which nations are building independent capacity and what it means for allied infrastructure.

05

GPU Supply Chain

Export controls, localization requirements, and the supply constraints defining who can build sovereign AI and at what cost.

06

Project Finance for AI

The capital structures, investment vehicles, and deal mechanics behind sovereign AI infrastructure. Who is deploying capital and on what terms.

Most AI publications observe the market. This one operates in it.

Sovereign AI Briefing is written by Thomas J. Taulé, founder of CoreX Global Holdings, a company building hyperscale sovereign AI infrastructure for EU-regulated industries.

The perspective is first-person. The intelligence comes from negotiating infrastructure contracts, working the EU regulatory stack, and deploying capital in the European sovereign compute market.

TT
Thomas J. Taulé Founder & CEO, CoreX Global Holdings
$177B
Projected sovereign AI
infrastructure market by 2035
75%
of G2000 companies will prioritize
AI sovereignty by 2027 (IDC)
139
National sovereign AI projects
tracked globally (CNAS)

Built for the people making the decisions.

CIOs at EU-regulated institutions
Chief Risk Officers in banking
Infrastructure leads in financial services
Sovereign wealth fund investors
CFOs navigating DORA compliance
AI infrastructure project financiers
Strategic partners in EU compute
Defense and security compute leads

Sovereign AI is national infrastructure.
Treat the intelligence the same way.

Every two weeks, one clear-eyed briefing on the infrastructure, regulation, and capital flows that define who controls AI in Europe. Written by someone building it.