Geopolitical & Global Macro Trends

Covers geopolitical tensions, export controls, cross-border regulatory shifts, macro correlations, systemic vulnerabilities, and market impacts from international political and policy developments.

AI Demand Is Soaring, But Physical Bottlenecks Cap the Gains

For Alphabet, GPU scarcity, energy limits, and EU regulation determine whether AI infrastructure demand becomes profitable growth

By KAPUALabs

/ 2 Aug 2026

Alphabet’s Geopolitical Crucible: Tariffs, Data Walls, and Strategic Resilience

A sweeping analysis of how protectionist trade policies and data sovereignty laws reshape Alphabet’s global business.

By KAPUALabs

/ 4 Jul 2026

Alphabet’s Geopolitical Crucible: Tariffs, Data Walls, and Strategic Resilience

U.S.-China Tech Decoupling: Alphabet's Strategic Crossroads

A comprehensive analysis of export controls, self-sufficiency drives, and the implications for Google's global operations.

By KAPUALabs

/ 7 Jun 2026