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The Geopolitics of AI

Foreign Policy Live

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Navigating AI Choke Points

This chapter explores the critical choke points in the AI value chain, using the human body as an analogy for data center functionality. It discusses the impact of geopolitical tensions on undersea cables and semiconductor supply chains, highlighting vulnerabilities and cascading bottlenecks affecting the AI industry. The chapter also emphasizes the complexities of repairing subsea cables in contested waters and the U.S. strategies to enhance digital infrastructure security.

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