The New Digital Chokepoints
AI infrastructure is consolidating around a handful of hyperscale platforms. The result: compute availability is beginning to look a lot like energy policy—critical, political, and unequally distributed.
- Capital intensity keeps smaller players out of the most advanced clusters.
- Export controls and compliance regimes have become the language of digital geopolitics.
- Regional retraining of models remains slow, creating pockets of algorithmic scarcity.
Leaders must factor these chokepoints into their economic forecasts and treat AI infrastructure as a strategic resource, not just an IT line item.
