A longform geopolitical synthesis anchored on May 19, 2026: Hormuz as energy chokepoint, Taiwan as sovereignty and semiconductor chokepoint, and the compute stack as the new physical terrain of AI power. The episode argues that artificial intelligence does not make geopolitics virtual. It makes geopolitics more physical, because the AI economy depends on ports, tankers, grids, substations, fabs, advanced packaging, cloud networks, export controls, rare materials, cooling systems, and political permission. Built from an operator-provided research dossier, current-source verification where accessible, occupational composites, and Proxima.Earth methodology v6.0. No original reporting. Sources disclosed. Limitations acknowledged.

This episode was produced using a Proxima.Earth v6.0-style synthesis workflow from an operator-provided research dossier, current-source verification where accessible, and local production artifacts. It is synthesis, not journalism: no original reporting, sources disclosed, limitations acknowledged. Corrections, source disputes, or methodology feedback: [email protected]