The Geopolitical Chokepoints Shaping the Future of AI

Published on 25.03.2026

AI & AGENTS

The Geopolitical Chokepoints of Artificial Intelligence

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.

The Geopolitical Chokepoints of Artificial Intelligence