Control over advanced computing resources is poised to shape global economic dominance in the AI era, analysts say.
The next major geopolitical conflict will center on control of artificial intelligence infrastructure, mirroring past struggles over coal, oil, and semiconductors. Analysts highlight that dominance in AI hinges on access to high-performance computing, data, and advanced chip manufacturing, which are becoming as critical as energy was in prior eras.
Historically, resource control defined economic power—Britain’s coal reserves in the 1800s, oil’s role in 20th-century geopolitics, and semiconductors driving 21st-century tech growth. The shift toward AI is accelerating tensions, with nations and corporations racing to secure supply chains, talent, and regulatory influence.
Market strategists warn that restrictions on AI-related exports, investment barriers, and intellectual property disputes could disrupt global tech supply chains. The outcome may determine which economies lead the next wave of industrial and technological advancement.