Abstract
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.