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In the first episode of ZEROING, Hirander Misra, Chair and Founder of ZERO13, is joined by Geoffrey Levene, who spent years at the centre of NVIDIA's AI build-out and now builds AI infrastructure and investment platforms connecting energy, compute and capital.
Geoffrey explains why AI has moved from a technology conversation to an infrastructure one, and why the real bottleneck is coordination across minerals, energy, connectivity, data centres, talent and policy. He sets out how governments approach AI differently from corporates, the origins of "sovereign AI" as a concept, and why it means retaining agency over a nation's AI future rather than owning every server. The pair also take a tour of emerging opportunities, from Europe and the Nordics to Latin America, Africa and Southeast Asia.
Continue the conversation in Part 2.
