The AI ​​race is creating a new world order

The outcome of the geopolitical battles between the silicon empires is uncertain, but some features are emerging. At its limits, this competition would entail a collapse into fully decoupled hemispherical stacks: a bipolar (or perhaps tripolar) digital world. America and China already seem intent on doing this domestically. China’s “Delete A” project, for example, aims to remove American technology from Chinese companies’ supply chains. As a result, Chinese companies are being asked by a range of government policies and regulators to avoid using American technology. For example, in 2022, state-owned companies were asked to replace foreign software, and in 2023, domestic semiconductor companies came under “increasing pressure to favor domestic companies and develop alternative supply chains.” The United States has similarly blocked domestic deployment of Huawei infrastructure and is making new efforts to prevent the deployment of Chinese open AI models…