AI as a state asset
Geopolitics and regulation
Frontier AI is no longer distributed by technical capacity or demand alone: governments, defense, export controls and regulation determine who can build and use it.
Central question
How are states reshaping the AI industry?
Current answer
The United States, China and the European Union intervene through procurement, licenses, chip restrictions, rules and sovereign alliances that reshape corporate competition.
What we track
- United States, China and European Union
- defense and national security
- regulation and export controls
Second-order signals
- sovereign AI
- public procurement
- restricted model access
Semantic relationship
Frontier AI is regulated, restricted and used as a strategic asset.
Dossiers building this analysis10 dossiers
AI Just Entered Its Regulatory EraSVC-044
The Washington List: AI by DecreeSVC-043
Frontier AI Now Has a Color, and It's OrangeSVC-042
SpaceX Paid $60B for Cursor and the Government Switched Off Anthropic's Best ModelSVC-033
The AI Model Amodei Showed Trump — and You Will Never UseSVC-027
AI Is Now a Weapon of the StateSVC-025
ANTHROPIC DEFIES THE PENTAGON: "NO AUTONOMOUS WEAPONS"SVC-016
TikTok Surrenders: Oracle Wins the War Nobody Saw ComingSVC-005
Anduril Industries - The Generals Already Use CursorSVC-004
OpenAI Betrays Microsoft for Germany: The Secret Deal You Didn't Know About