Command of the Interconnect: The Hidden Infrastructure War Beneath Artificial Intelligence
AI’s future may hinge on an obscure material few policymakers recognize: indium phosphide, which powers the optical interconnects linking massive AI chip clusters. As China tightens export controls, the U.S. faces a strategic chokepoint in the physical infrastructure underlying AI dominance.
The New Geography of AI Infrastructure
AI is making computation physical again: global AI capacity will follow not just chips and fiber, but power, water, cooling, permits, grid reliability, and the emerging Shadow Grid that turns energy infrastructure into the new map of AI advantage.
Brandon Owens
