Mohammed Soliman

America's Scale Problem - Foreign Policy Research Institute There is a peculiar irony in watching the world's most technologically advanced military struggle with something as basic as making enough bullets. Yet this

I keep returning to America's scale problem, and I've decided it's more effective to frame it using defense terms to illustrate its concrete meaning.

www.fpri.org/article/2025...

Claude continues to be the firefox of LLMs, huh

OpenAI still commands the lion’s share of traffic in the generative AI space but that grip is loosening. We’re moving toward a more pluralistic, multi-agent ecosystem.

Infrastructure capex is projected to exceed $2.1 trillion by 2029.

West Asia: A New American Grand Strategy in the Middle East West Asia: A New American Grand Strategy in the Middle East [Soliman, Mohammed] on Amazon.com. *FREE* shipping on qualifying offers. West Asia: A New American Grand Strategy in the Middle East

Policymakers, scholars, investors: Need to track the seismic shifts in geopolitics, connectivity, AI, energy, and capital linking the Middle East, Mediterranean Europe, and Indian Ocean? Book drops Feb 3, 2026. Pre-order on Amazon.

www.amazon.com/West-Asia-Am...

This is why I like the geo-technology concept for getting us to focus both on the brainpower but also on the necessary industrial and resource base …

New Visions for Grand Strategy  • Stimson Center As U.S. global dominance wanes, the next decade will define America’s role in a reshaped world. What vision should guide U.S. grand strategy?

This essay builds on my contribution to a @stimsoncenter.bsky.social's collection featuring ten essays from thinkers across the ideological and thematic spectrum on New Visions for Grand Strategy. I'm not sure where I fit... perhaps a techno-industrial realist.

www.stimson.org/project/new-...

Techno-Industrial Strategy for the Exponential Age • Stimson Center American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power.

We talked about how China has fused industry + strategy (production as power projection) while America struggles to produce at scale. Why physical AI + space will define the next frontier.
www.stimson.org/2025/techno-...

YouTube video by Stimson Center Mohammed Soliman: A Techno-Industrial Strategy

Great conversation with @emmamashford.bsky.social on why we need a techno-industrial strategy for the exponential age. My view is shaped by two forces: the return of Asia as the center of global power + the rise of AI as the new foundation of industrial strength.

www.youtube.com/watch?v=IPnm...

🇲🇽🇲🇽 Mexico City — unmatched

AI adoption actually falling now for many firms

Back in 2023, training an LLM was pretty simple: pretraining and post-training. By 2025, the recipe has gotten a lot more layered: data mixtures, midtraining for reasoning and context, advanced post-training, and even model merging. Moving fast….

Of 20 fastest-growing European cities, 10 are Polish

Radiology makes up the bulk of AI medical devices, with nearly 80% of FDA clearances in 2024.

American teenagers aren’t reading less—they’re barely reading at all.

Mohammed Soliman | Substack Engineer, advisor, and scholar. I write about technology, capital, and geopolitics in emerging markets. My book, West Asia (Policy Press, November 2025).

substack.com/@soliman

Sam Altman Explains Why the World Needs More AI Infrastructure

The war on terror has come full circle. What was it all about? What was America fighting for, exactly? No one knows… Endless bloodshed and war for war’s sake. Nations destroyed. And irreversible damage to America’s political system.

Mohammed Soliman | Substack Engineer, advisor, and scholar. I write about technology, capital, and geopolitics in emerging markets. My book, West Asia (Policy Press, November 2025).

substack.com/@soliman

Huawei has built around 70% of Africa’s 4G networks, partnering with governments and companies in the continent’s largest economies, including Ethiopia, Kenya, Nigeria, and South Africa.

Chinese investment and construction in technology in Africa, 2005-2025

Not Just Chips: Who Builds the Data Center in 2025? Every new megawatt of data center capacity is less an engineering project than a management challenge.

#Datacenters sit at the intersection of technology, construction, and heavy industry, where all three have to move in sync to make them work.
#AI
sovereigncompute.substack.com/p/not-just-c...

Techno-Industrial Strategy for the Exponential Age • Stimson Center American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power.

Warning from @soliman.bsky.social: American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power. www.stimson.org/2025/techno-...

Determinism as Destiny: Why Defeating Nondeterminism in LLMs Matters A new piece from Thinking Machines caught my eye this week: Defeating Nondeterminism in LLM Inference. On the surface, it’s a technical blog post about reproducibility in large language model inferenc...

When you ask an LLM a question, you don’t always get the same answer twice. For AI users—whether individuals or enterprises—that’s a serious problem. Read more in my Substack:

Determinism as Destiny: Why Defeating Nondeterminism in LLMs Matters
open.substack.com/pub/sovereig...

The world today sits in a very precarious place — neither war nor peace.

The 1588 Spanish plan to conquer China aimed to open an eastern front against the Ottoman Empire.

Very useful thread from @soliman.bsky.social about his time at the #HiliForum and the geotechnological intersection of power, finance and computing in the Gulf: x.com/ThisIsSolima...

The gateways to Antarctica

What Columbus thought the world looked like before sailing to the Americas.

Something has fundamentally changed in the relationship between Washington and Silicon Valley that is likely to persist after Trump’s tenure.

The Danger of Lumping China, Russia, North Korea, and Iran Together There is a growing consensus that China, Russia, North Korea, and Iran are aligning into a modern Tripartite Pact.

Again and again, don’t fall for the myth of a grand Eurasian alliance uniting China, Russia, Korea, Iran, and now India. Beyond a shared disdain for U.S. power, structural realities leave little to hold them together.

www.newsweek.com/danger-lumpi...