Europe competes with Asia for energy supplies amid Middle East conflict, benefiting Russia while weakening Ukraine sanctions and complicating US relations.
Beijing's dominance in rare earth processing leaves others scrambling to close the gap: 'China is the leader, and the U.S. is far behind' | Fortune
China controls approximately 90% of global rare earth processing capacity, giving Beijing significant geopolitical leverage over critical industries including defense, semiconductors, and electric vehicles.
Max Boot: Why Russia and China are the countries winning the US-Iran war
Xi Jinping invests heavily in future industries while Trump's sanctions relaxation on Indian Russian oil purchases strengthens Putin's geopolitical position.
Critical minerals demand snowballed to $2.5 trillion last year and could triple by 2030, UN projects | Fortune
Critical mineral demand could triple by 2030 and quadruple by 2040, driven by digital economy and energy transition needs, with 2023 mineral trade reaching $2.5 trillion.
"AI chips will remain in America unless foreign countries invest in the US"
The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
Why Leopold Aschenbrenner's AI hedge fund is betting big on power companies and bitcoin miners to fuel the AI boom | Fortune
Leopold Aschenbrenner's hedge fund bets on massive power generation infrastructure based on his thesis that AGI development requires exponential computational scaling and will reshape geopolitics and economics.
February 2026 saw major AI model releases from Anthropic and Chinese labs, hardware innovations, geopolitical tensions, and a model theft scandal, reshaping the competitive AI landscape.
Saudi Arabia launches $100 billion tech fund to accelerate post-oil economy - Silicon Canals
Saudi Arabia announced a $100 billion technology investment fund focused on AI infrastructure, semiconductors, and computing to diversify beyond oil dependency.
How Much Control Should the U.S. Government Have Over AI?
The U.S. military's pressure on Anthropic to remove AI safety guardrails demonstrates how geopolitical competition may force AI companies to abandon responsible development commitments despite their stated safety priorities.