Tracked forecast · watch-06-6

Sovereign-AI infrastructure announcements (EDF–Mistral, G42, HUMAIN, METI).

Open

Chokepoint: Financing — Not a physical constraint — who's exposed if one of the physical chokepoints bites harder than expected. (Moves financial risk downstream)
Kill condition: Whether these structures follow the New Utility form tests whether the paradigm exports beyond the U.S.
Horizon: Monthly rolling scan
Source: Issue 6 — The New Utility · full issue

Why it is on the watchlist

Whether sovereign AI buildouts abroad copy the New Utility form — equity-coupled offtake, regulated-style structures — tests whether the paradigm exports beyond the US.

How Aroko tracks forecasts

Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.

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