Designation is the start of a deal, not a step toward closing it. A nine-question early screen for a US AI export package, tested on the Microsoft and G42 data center announced for Kenya.
EXIM’s authority expires December 31, 2026. The government promises designated AI packages access to federal financing, but no public document covers a lapse.
Regional AI capacity, critical minerals leverage, and development finance are converging. Latin America is the test case: about 60 percent of lithium reserves, roughly a fifth of key minerals refined locally, and more than 180 sovereign AI projects across the region.
FERC dockets, state tariffs, moratoriums and Texas’ audit show permission, not capital or chips, now sets the pace of the AI data center buildout.
Global AI closed a $441 million debt facility for sovereign data centers. Mubadala is weighing up to $7 billion for a Japanese AI campus. Sovereign compute is being financed like infrastructure now.
The World Bank is centralizing its guarantee platform around MIGA. Here is what it means for EM sovereign borrowers before the G7 Summit at Evian.
BNDES’s 5th Auction pivots to SAF, green fertilizers, and AI automation. Here is how Brazil’s R blended finance structure works and why it matters for emerging markets.