As the demand for advanced AI chips intensifies, nations are drastically reshaping the global semiconductor supply chain. In the quest for strategic diversification, new semiconductor hubs are being formed, such as the U.S.-Mexico border region. These changes in the physical and political geography of the cloud underscore the significance of national security, economic growth, and geopolitical power in the formation of these cloud megaregions. The essay sets the stage for an in-depth exploration of how these geopolitical forces shape the future of cloud infrastructure on a global scale.

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