Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence

Philippines: Computing Sovereignty Between USA and China

Episode Philippines: Computing Sovereignty Between USA and China

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On September 8, 2026, the Philippines unveiled a $34.4 billion seven-year masterplan for AI infrastructure targeting $21 billion in private investment by 2033. This analysis interprets the move as a negotiation of computing sovereignty between USA and China, beyond simple regional technology spending. The pattern echoes Penang's 1972 Intel facility: a neutral country gains leverage by offering both blocs access to critical infrastructure.

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