Independent research. Consequential decisions.

TACITUS Consulting / AI, strategy & diplomacy

The hard decisions
behind intelligent
systems.

AI changes how organisations work—and what they depend on. We help leaders decide where to invest, how to govern, and what to negotiate.

Original pixel-art illustration of researchers and diplomats examining documents in a lamplit library, with a world map and a city beyond the windows.
The research room / Original pixel-art studyTACITUS · 01
01
Research with depth.Primary sources. Explicit assumptions.
02
Strategy with a decision.Options, trade-offs and a practical next step.
03
Technology in context.People, institutions and political economy.

01 / Our expertise

From a difficult question
to a workable course.

Research and advisory for companies, public institutions and policy teams. Each engagement starts with the decision at hand and ends with work the organisation can use.

01

AI strategy &
workforce transformation

Choose where AI can improve an operating result. Examine the full workflow, establish a baseline and prepare the people responsible for the outcome.

What the work producesA prioritised use-case portfolio, pilot evaluation and role-specific preparation plan.

02

Governance &
technology negotiation

Connect procurement, security, legal and technical decisions. Make data permissions, service changes, capacity and exit arrangements part of the same negotiation.

What the work producesA supplier comparison, negotiation mandate and operating controls with named owners.

03

AI diplomacy &
geopolitical research

Investigate how technology changes institutional power, infrastructure dependencies and diplomatic practice. Build research and training programmes that keep evidence attached to conclusions.

What the work producesA sourced research report, dependency assessment or diplomatic-AI evaluation design.

Featured report / Diplomacy & AI

Training diplomats
for AI.
AI for diplomacy.

What should diplomats know about AI? What should AI learn about diplomacy? A practical skills agenda for people, paired with tests for the systems that support them.

Read the article

Research article · Human skills, AI training and a proposed 12-week programme

Paired training agenda: six human diplomatic skills, six corresponding AI tests and human authority over the final decision.
Two training tasks, one accountable institution. Proposed TACITUS skills framework; published evidence and practical exercises in the article.

02 / Selected research

Ideas worth putting
to the test.

Examples of our analytical approach. Short briefs, source notes and practical exhibits. Illustrative research, rather than client case studies.

8 of 8 publications

03 / An infrastructure lens

Look beneath
the cloud.

A second supplier may depend on the same fabrication geography, electricity system or permissions. Historical infrastructure maps help frame the next procurement question.

Where is the electricity consumed?

Historical map of data-centre electricity use in 2024. United States 45%, China 25%, Europe 15%, and the rest of the world 15%.
The observation

The United States, China and Europe account for 85% of the IEA’s rounded 2024 estimates. The measure covers all data-centre workloads and supporting equipment.

Source: IEA, Energy and AI (2025) · CC BY 4.0. TACITUS map; Natural Earth basemap, public domain.

The question for the supplier

Which serving regions, grid connections and capacity commitments support this workload? What alternative has been tested under realistic conditions?

Electricity consumption is an infrastructure proxy. It does not establish available GPU capacity or the resilience of a specific service.

Read the underlying data and scope
Share of global data-centre electricity use, 2024
GeographyShare
United States45%
China25%
Europe15%
Rest of world15% · derived residual

Europe remains the source’s regional aggregate. Values are not allocated to individual countries. Grey geography is context, not zero consumption.

Do alternative suppliers share the same geography?

Historical 2022 semiconductor fabrication geography, including Taiwan’s 69% and South Korea’s 31% shares of below-10nm logic capacity in the source baseline.
The observation

Supplier diversity can conceal shared fabrication exposure. This 2022 baseline covers commercial fab capacity across chip types, rather than current AI-accelerator availability.

Source: BCG/SIA, Emerging Resilience in the Semiconductor Supply Chain (2024), Exhibits 6–7. SEMI/BCG analysis. Original TACITUS visualization.

The question for the supplier

Where are the relevant chips fabricated and packaged? Which memory and equipment dependencies are shared? How long would an alternative take to qualify?

The two capacity measures have separate denominators. Neither describes the full supply chain or current production.

Read the underlying data and scope
Commercial fab capacity shares, 2022 historical baseline
GeographyAll commercial fab capacityBelow-10nm logic
Mainland China24%Not separately shown
Taiwan18%69%
South Korea17%31%
Japan17%Not separately shown
United States10%Not separately shown
Europe8%Not separately shown
Other locations7%Not separately shown

All-capacity shares total 101% due to source rounding. Commercial fabs: wafers ≥200mm, capacity ≥5,000 wafer starts/month, converted to 300mm equivalents. Unallocated regions are not zero.

04 / How we work

The question sets
the method.

A research programme should make a decision easier to examine. We establish what the evidence supports, where it stops, and what the organisation should test next.

Scope an engagement
  1. Frame the decision.

    Agree the question, decision owner, intended audience and constraints. Define what a useful answer must enable.

  2. Build the evidence.

    Review primary sources, compare competing explanations and examine dependencies. Practitioner interviews can be scoped where access is agreed.

  3. Test the options.

    Use scenarios, workflow trials or independent review to challenge the recommendation. Keep assumptions and unresolved questions visible.

  4. Deliver for use.

    Provide an executive argument, supporting exhibits and a source trail. Agree the actions, owners and evidence needed for the next decision.

05 / The wider conversation

Follow the questions behind the consulting work: the political economy of AI, institutional change and the future of diplomacy.

AI & political economy / X

Age of Abundance

AI, infrastructure and the choices that determine how technological gains are distributed.

Follow @AoAbundance

Ideas & statecraft / Substack

NEXT Diplomacy

Diplomacy, AI policy and governance. A publication for examining how institutions respond to technological and political change.

Explore the publication

Work with TACITUS

Bring a
difficult question.

Tell us which decision you face, who needs to use the work and when the answer matters. We can then agree the research, scope and deliverables.

hello@tacitus.me

Opens your email app. Scope and terms are agreed before an engagement.