The Peter Zeihan Podcast Series The Revolution in Military Affairs: Artificial Intelligence || Peter Zeihan
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Aug 18, 2025 Artificial intelligence is becoming increasingly integrated into daily life, but its role in warfare might be overestimated. The podcast dives into the challenges faced by AI in modern military applications, particularly focusing on the semiconductor supply chain. With issues like deglobalization and outdated technologies, major advancements in AI for defense could be stalled until at least the 2050s. Tune in for insights on how these factors could reshape the future of military strategy.
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Episode Framed From Capitol Reef
- Peter Zeihan opens from Cassidy Arch at Capitol Reef National Park.
- He frames the episode as closing a series on military technology and AI's likely limited near-term impact.
AI Limited By Chip Supply Chains
- High-end AI requires cutting-edge chips that are unlikely to be available in a deglobalized world.
- That forces frontline machines to rely on older processors and remote links for heavy processing.
Lithography Is The Critical Single Point
- The high-end lithography ecosystem is concentrated and fragile with many single-point failures.
- Losing access to EUV would lock us to older node sizes and stall AI-capable chip progress for decades.