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Published on 25.03.2026
TLDR: Frontier AI capability is no longer just about algorithms — it is increasingly gated by access to advanced chips, enormous electricity supplies, and billions in capital. This piece from AI Supremacy, featuring a 4,000-word guest contribution from Oxford researcher Julian Alexander Brown, maps out exactly how geopolitics, semiconductors, and energy are converging to concentrate AI power in a very small number of nations.