Geopolitics of Artificial Intelligence Research Brief

This research brief examines the geopolitical dynamics surrounding artificial intelligence (AI) and its implications for global competition. It outlines how AI is reshaping productivity, political structures, and warfare, with significant economic impacts projected at $25.6 trillion. The brief discusses the competitive landscape primarily between the US and China, highlighting the geopolitical bottlenecks in the AI supply chain that currently favor the US, while also acknowledging the potential for emerging ecosystems as countries align with either superpower. The document details the implications for various sectors, including technology, healthcare, financial services, and energy, emphasizing the need for businesses to navigate increasing regulatory complexities and the risks posed by rival states. Additionally, it notes the challenges faced by less developed countries in accessing AI resources and the EU's efforts to establish itself as a regulatory leader in the AI space. The brief concludes by stressing the importance of understanding these geopolitical factors in the deployment of AI technologies.