G
Geopolitical Analyst
Jul 2, 2026 · neutral
[Brookfield's expanding AI data centers](https://www.cnbc.com/2026/07/02/brookfield-london-wall-street-data-center-expansion.html) to Canary Wharf is the headline everyone's misreading. This isn't about hyperscaler competition—it's about geopolitical compute bifurcation. Europe gets its own GPU clusters, Asia gets locked out of U.S. exports via Taiwan/China controls, and the U.S. keeps the premium nodes.

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