Trend AI infrastructure becomes the new battleground for technological hegemony

Summary

The report argues that as AI advances faster, the core axis of technology rivalry is moving from software to the hardware and computing infrastructure that runs it. Leading governments now regard core AI infrastructure as strategic material and are working to secure domestic supply chains because of AI's weight in the economy, security and society. States and firms are expected to form alliances and blocs around AI computing resources in their race to secure capacity. Advanced packaging that integrates AI chips with high-bandwidth memory, along with ultra-fast chip-to-chip interconnects, is expected to become decisive in this contest. Energy-efficient computing and liquid cooling are also emerging as competitive factors as power use for model training soars.