







Artificial intelligence is reshaping geopolitics by transforming how states generate, interpret, and project power. Rather than producing a single new weapon, AI operates as a general-purpose technology that scales perception, prediction, and decision-making across military, civilian, and informational domains. This chapter argues that AI rivalry increasingly depends on control over material and organizational foundations, including semiconductors, compute infrastructure, data centers, industrial coordination, and institutional adoption. It examines battlefield integration, U.S.–China competition, semiconductor statecraft, cyber operations, information power, and governance. The chapter shows that AI capabilities diffuse rapidly through commercial platforms, open-source ecosystems, and wartime experimentation, while frontier development remains constrained by infrastructure and supply-chain chokepoints. Because AI capability is difficult to measure or verify, governance is shifting away from traditional arms-control models toward export controls, standards, voluntary commitments, and multistakeholder coordination.
The rise of AI sovereignty: Authoritarian technological imaginaries as a form of reflexive control
Recent literature increasingly examines generative artificial intelligence's (AI's) role in disinformation and propaganda as a key driver of digital authoritarianism. Yet, less attention has been paid to how authoritarian regimes may influence the global governance of AI itself. This essay addresses this gap by analysing the impact of authoritarian technological imaginaries, focusing on the rise of ‘AI sovereignty’ as a central concept shaping global AI governance. It adopts a conceptual framework that combines the notion of imaginaries with the concept of reflexive control, originating in Soviet strategic thought and referring to influencing an adversary's perceptions so they act in ways aligned with the initiator's goals, to study authoritarian diffusion and the global politics of AI. Through an examination of public statements by the Russian president, the study shows how Russia constructs an AI imaginary that extends Cold War logics of nuclear competition into the digital era, framing AI as a matter of security and survival rather than ethics or rights. Drawing on the Russian case, the analysis identifies three frames that underpin the authoritarian AI imaginary: AI as a tool for power and domination; Western AI as a cultural threat; and AI as a guarantor of state efficiency. The article argues that such imaginaries shape the cognitive environment of global policy debates, promoting sovereignty-centred and securitised approaches to AI governance. It suggests that recognising the role of reflexive control in authoritarian diffusion helps distinguish legitimate Global South concerns from authoritarian influence and supports more inclusive and resilient models of AI governance.

The rise of AI sovereignty: Authoritarian technological imaginaries as a form of reflexive control
Recent literature increasingly examines generative artificial intelligence's (AI's) role in disinformation and propaganda as a key driver of digital authoritarianism. Yet, less attention has been paid to how authoritarian regimes may influence the global governance of AI itself. This essay addresses this gap by analysing the impact of authoritarian technological imaginaries, focusing on the rise of ‘AI sovereignty’ as a central concept shaping global AI governance. It adopts a conceptual framework that combines the notion of imaginaries with the concept of reflexive control, originating in Soviet strategic thought and referring to influencing an adversary's perceptions so they act in ways aligned with the initiator's goals, to study authoritarian diffusion and the global politics of AI. Through an examination of public statements by the Russian president, the study shows how Russia constructs an AI imaginary that extends Cold War logics of nuclear competition into the digital era, framing AI as a matter of security and survival rather than ethics or rights. Drawing on the Russian case, the analysis identifies three frames that underpin the authoritarian AI imaginary: AI as a tool for power and domination; Western AI as a cultural threat; and AI as a guarantor of state efficiency. The article argues that such imaginaries shape the cognitive environment of global policy debates, promoting sovereignty-centred and securitised approaches to AI governance. It suggests that recognising the role of reflexive control in authoritarian diffusion helps distinguish legitimate Global South concerns from authoritarian influence and supports more inclusive and resilient models of AI governance.

From Democracies to Autocracies: How AI Systems Enable Authoritarianism by Design
AI-enabled authoritarianism is not confined to autocracies. In this paper, we provide greater transparency by investigating and mapping the lifecycles of six AI systems deployed in different political regimes, ranging from the US to China. By drawing on an extensive range of sources (academic publications, investigative research reports, third-party evaluations, media interviews, government procurement notices), we conduct a systematic, qualitative comparison across systems to identify the critical technical and operational features that enable authoritarianism within their respective political contexts. We find that enabling features include the centralization and co-optation of administrative data for law enforcement and political punishment, regulatory gaps that fail to deter misuse, weak user compliance that nullifies human oversight mechanisms, and the encoding of protected group traits that identify members of vulnerable populations. We find that these features are present across systems deployed in autocratic and democratic regimes, albeit in varying configurations. We also find that both centralized and fragmented AI systems can contribute to authoritarianism by exploiting governance gaps: centralized systems directed by executive authorities, particularly within security and military institutions, are often not subjected to formal oversight mechanisms, while fragmented systems diffuse accountability between stakeholders, paving the way for entrenchment. These findings reveal that AI-enabled authoritarianism is distributed, resulting from design and operational choices made by developers, administrators, and users alike. We conclude with recommendations for developers and policymakers to mitigate these risks.

From Democracies to Autocracies: How AI Systems Enable Authoritarianism by Design
AI-enabled authoritarianism is not confined to autocracies. In this paper, we provide greater transparency by investigating and mapping the lifecycles of six AI systems deployed in different political regimes, ranging from the US to China. By drawing on an extensive range of sources (academic publications, investigative research reports, third-party evaluations, media interviews, government procurement notices), we conduct a systematic, qualitative comparison across systems to identify the critical technical and operational features that enable authoritarianism within their respective political contexts. We find that enabling features include the centralization and co-optation of administrative data for law enforcement and political punishment, regulatory gaps that fail to deter misuse, weak user compliance that nullifies human oversight mechanisms, and the encoding of protected group traits that identify members of vulnerable populations. We find that these features are present across systems deployed in autocratic and democratic regimes, albeit in varying configurations. We also find that both centralized and fragmented AI systems can contribute to authoritarianism by exploiting governance gaps: centralized systems directed by executive authorities, particularly within security and military institutions, are often not subjected to formal oversight mechanisms, while fragmented systems diffuse accountability between stakeholders, paving the way for entrenchment. These findings reveal that AI-enabled authoritarianism is distributed, resulting from design and operational choices made by developers, administrators, and users alike. We conclude with recommendations for developers and policymakers to mitigate these risks.

The shifting battlefield: technology, tactics, and the risk of blurring lines in warfare - Humanitarian Law & Policy Blog
The accelerating integration of emerging technologies into armed conflict is transforming not only the tools of war, but its tactics, geography, participants and impact. Technological developments – from commercial drones to artificial intelligence, electronic warfare to the military use of civilian infrastructure – risk undermining boundaries between military and civilian domains. These changes challenge long-held...

Opinion | Trump Can Keep America’s AI Advantage
China is trying to catch up. The U.S. needs proactive development efforts and strong export controls.
Imperial State Capitalism
A new geopolitics is shaping the development of AI and the energy transition.

The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis
China's Artificial General Intelligence | Center for Security and Emerging Technology
Recent op-eds comparing the United States’ and China’s artificial intelligence (AI) programs fault the former for its focus on artificial general intelligence (AGI) while praising China for its success in applying AI throughout the whole of society. These op-eds overlook an important point: although China is outpacing the United States in diffusing AI across its society, China has by no means de-emphasized its state-sponsored pursuit of AGI.

EU-AI | Igor L.
The geopolitical landscape is shifting from physical borders to digital infrastructure. Here is a factual breakdown of how a $500 billion investment in "Sovereign AI" is changing global power dynamics. The Shift: From Land to "Substrate" Historically, a nation’s power was defined by its territory and legal systems (the Westphalian model). Today, power is increasingly tied to the compute substrate—the physical hardware and energy required to run AI. 1. Infrastructural Enclosure The "Sovereign Compute Coalition" (SCC) represents a massive consolidation of power. Major private entities are acquiring the three pillars of modern national strength: * Hardware: High-end AI chips (e.g., Nvidia). * Energy: The massive power grids needed to fuel them. * Data Centers: The physical "brains" of the digital economy. 2. The Rise of Technocracy As private companies own these essential tools, governments may find themselves in a position where they effectively "rent" their ability to govern. This moves decision-making power away from elected officials and toward those who control AI infrastructure. 3. Europe’s Strategic Response Europe is launching several initiatives to avoid becoming a "client state" of foreign tech providers. The strategy focuses on four main channels: * 8ra Initiative: Building a decentralized, multi-provider cloud-edge architecture to ensure data remains under European control and interoperable across borders. * ReArm Europe: A strategic defense package (presented in March 2025) aimed at boosting industrial competitiveness and reducing strategic dependencies in technology and defense. * Sovereign LLMs: Developing domestic models, such as Mistral, that are designed to align with European data privacy standards and cultural values. * Energy & Procurement: Using public procurement and new regulatory frameworks to create demand for homegrown, sustainable energy-efficient compute solutions. The goal of these moves is #DigitalSovereignty : the ability for a region to control its own digital destiny without relying exclusively on transnational monopolies. Data tells the real story. Are you following it? Follow #datanomics
Frontier AI Regulation Blueprint
A high-level blueprint for domestic regulation of civilian advanced AI models
The Great AI Divide: Navigating U.S. and Chinese dominance
At a Rest of World event during New York Tech Week, we explored the challenges and possible solutions to the dominance of American and Chinese AI companies.

Import AI 446: Nuclear LLMs; China's big AI benchmark; measurement and AI policy
Will AIs be jealous of one another?

The Trump Administration’s Hard-On for AI, Explained
“No dooming. America will be AI DOMINANT!”

AI, Decomputing and the Interregnum
This paper treats AI as diagnostic for the deeper changes taking place in the existing order of things. It uses AI's alignment with both the political economy and with the dualisms that underpin it, including race, gender and anthropocentrism, to highlight the nihilistic character of the current restructuring. AI's scaling and accelerationism are taken as examples of the wider tactics being invoked by hegemonic power to maintain control under changing conditions. From this perspective, the massive build-out of data centres isn't simply a seizure of energy resources but a manifestation of an aggressive and misogynist technopolitics. The paper argues that a liberal push for digital sovereignty doesn't interrupt these dynamics but plays into the hands of emerging technofascism. It proposes instead the prefigurative tactic of 'decomputing', which draws on degrowth, deautomatisation and a convivial approach to technology. It explores decomputing as a means to mitigate both material and relational harms and as a decisive turn towards infrastructuring the common good. The paper concludes that AI is the contradiction that reveals many others, not least the gap between claims to legitimacy and the actuality of destructive violence, and proposes an alternative technopolitics of reciprocity that prioritises care and sustainability.
AI, Decomputing and the Interregnum
This paper treats AI as diagnostic for the deeper changes taking place in the existing order of things. It uses AI's alignment with both the political economy and with the dualisms that underpin it, including race, gender and anthropocentrism, to highlight the nihilistic character of the current restructuring. AI's scaling and accelerationism are taken as examples of the wider tactics being invoked by hegemonic power to maintain control under changing conditions. From this perspective, the massive build-out of data centres isn't simply a seizure of energy resources but a manifestation of an aggressive and misogynist technopolitics. The paper argues that a liberal push for digital sovereignty doesn't interrupt these dynamics but plays into the hands of emerging technofascism. It proposes instead the prefigurative tactic of 'decomputing', which draws on degrowth, deautomatisation and a convivial approach to technology. It explores decomputing as a means to mitigate both material and relational harms and as a decisive turn towards infrastructuring the common good. The paper concludes that AI is the contradiction that reveals many others, not least the gap between claims to legitimacy and the actuality of destructive violence, and proposes an alternative technopolitics of reciprocity that prioritises care and sustainability.