The race for AI supremacy is increasingly centered on who controls the physical infrastructure, such as GPUs and cloud platforms. Companies like NVIDIA and TSMC dominate the supply chain, establishing a new geopolitical axis. As computational power becomes a core element of national strength, the implications of manufacturing and exporting advanced chips create significant strategic dependencies. The U.S. has enacted measures like the CHIPS Act to bolster domestic production while controlling exports to maintain its technological edge. Conversely, China’s push for chip independence highlights the urgency of its strategic ambitions, leading to developments in local manufacturing capabilities. Meanwhile, Japan plans to enhance its semiconductor industry to navigate this complex landscape. These shifts reveal that control over AI infrastructure may determine the balance of power in global politics.
👉 Pročitaj original: CIO Magazine
