The geopolitics and geoeconomics of AI
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The Strategic Materiality of Artificial Intelligence
Category : The geopolitics and geoeconomics of AIAdvanced artificial intelligence can no longer be interpreted as an immaterial technology located solely in the domain of software, models, and cognitive interfaces. Its economic trajectory reveals a deeper structure: AI is a form of computational power rooted in physical infrastructures, industrial supply chains, energy networks, mining capacities, logistical systems, and political jurisdictions. Its apparent…
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The Unstable Equilibrium of Intelligent Systems: Structural Vulnerabilities and Decision-Making Power in the AI Economy
Category : The geopolitics and geoeconomics of AIThe economy of artificial intelligence rests on an implicit assumption of operational continuity. Predictive models, process automation, and assisted decision-making systems presuppose uninterrupted flows of data, energy, computation, and connectivity. This assumption of continuity, however, comes into tension with the very nature of complex systems. The more AI is integrated as a transversal infrastructure of…
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The Silent Lever of Power: Artificial Intelligence, Concentrated Resources, and the New Global Order
Category : The geopolitics and geoeconomics of AIThe economy of artificial intelligence is not organized around the diffusion of technology, but around the concentration of the conditions that make it operational. Computation, data, energy, digital infrastructures, and advanced industrial capacity are neither fungible resources nor easily replicable. On the contrary, they tend to accumulate in a limited number of global nodes, transforming…
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The Algorithmic Fracture: Artificial Intelligence, Technological Blocs, and the End of a Unified Digital Economy
Category : The geopolitics and geoeconomics of AIArtificial intelligence is redefining the architecture of the global economy not as a force of integration, but as an accelerator of systemic discontinuities. The assumption of a universal digital market, based on interoperable infrastructures and shared standards, is progressively giving way to a fragmented configuration in which technology becomes a lever of geoeconomic positioning. AI,…
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Silicon as a Boundary: Power, Fragility, and Decision in the Semiconductor Economy
Category : The geopolitics and geoeconomics of AIArtificial intelligence is not an autonomous technology, but the advanced expression of a highly concentrated material base. At the root of its expansion lies an apparently neutral yet strategically decisive element: the semiconductor. In the contemporary economy, chips are not merely an industrial input, but a geopolitical threshold that delineates who can develop, scale, and…
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Energy as a Measure of the Future: Artificial Intelligence, Computational Power, and Systemic Constraints
Category : The geopolitics and geoeconomics of AIArtificial intelligence is often described as an immaterial technology, capable of expanding indefinitely through software, data, and ever more sophisticated computing capacity. This representation, however, obscures the material foundation on which the entire system rests. The AI economy is, first and foremost, an energy economy. Every advance in models, every increase in scale, every promise…
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Computational Scarcity as a Systemic Constraint: Computing Power, Accumulation, and New Asymmetries of the Global Economy
Category : The geopolitics and geoeconomics of AIThe economy of artificial intelligence makes visible a structural transformation of productive factors. Scarcity no longer concerns only natural resources, skilled labor, or financial capital, but a technical capacity that conditions the entire set of economic and institutional processes: computing power. Within the AI ecosystem, computation is not a neutral support, but an enabling infrastructure…
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The Fragility of the Center: Digital Infrastructures and New Geometries of Power
Category : The geopolitics and geoeconomics of AIThe economy of artificial intelligence is structured around infrastructures that no longer perform a merely technical function, but constitute the material backbone of contemporary economic power. In this configuration, growth does not eliminate dependencies, but concentrates them. Digital infrastructures, particularly advanced cloud and computational systems, become points of coagulation for value, decision making, and systemic…
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Power Beyond Borders: Artificial Intelligence and the Metamorphosis of Sovereignty
Category : The geopolitics and geoeconomics of AIThe economy of artificial intelligence introduces a structural rupture in the way sovereignty has historically been conceived. Decision making power is no longer organized primarily around control of territory or delimited resources, but along transnational technological infrastructures that cut across states, markets, and institutions. In this context, sovereignty does not disappear, but changes its nature:…
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The Invisible Matter of Power: Artificial Intelligence as Geopolitical Infrastructure
Category : The geopolitics and geoeconomics of AIThe transformation unfolding around artificial intelligence concerns not only technological innovation, but the reconfiguration of power relations that structure the global economy. When a technology becomes systemic, it ceases to be a set of tools and takes the form of an infrastructure. In this phase, AI operates as a material architecture of power, capable of…
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The Invisible Raw Material: Data, Power, and the New Geography of the Global Economy
Category : The geopolitics and geoeconomics of AIThe economy of artificial intelligence is not organized around tangible goods or simple traditional factors of production. Its structural axis is constituted by data, understood not as neutral information, but as a strategic resource capable of generating cumulative advantages, power asymmetries, and new forms of systemic dependence. In this sense, data today perform a function…
