Where AI Gets Its Power Now: Pax Silica, Itaipu, and the New Map of Compute
On October 23, 2026, Paraguay became the 26th signatory of Pax Silica, the US State Department's flagship alliance for securing the artificial intelligence supply chain, from critical minerals and semiconductors to energy and data centers.
Two days earlier, Washington had formalized its backing of a partnership between Denver-based Crusoe and Paraguay's Araico to build an AI data center campus in Yguazú, Alto Paraná, fed by hydropower from Itaipu, one of the largest power plants on Earth.
The signal is structural. The constraint on AI is shifting from chips to firm electricity, and compute, energy, and minerals are now being organized as an allied system rather than a neutral global market. A 15-year power contract already ramps dedicated supply from 6 megawatts to 286 megawatts, inside a campus vision measured in gigawatts.
The full Founder briefing maps what changed, where the leverage is moving, and the dated milestones worth tracking through 2029.
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