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Innovation in the Age of the AI Divide and Strategic Competition

Innovation in the Age of the AI Divide and Strategic Competition

Innovation today is no longer shaped only by markets and technological discovery. It is increasingly forged at the intersection of geopolitical rivalry, industrial policy, and national security. In the emerging AI divide, the capacity to innovate has become a strategic capability—one that determines not only economic leadership but also technological sovereignty.

Public AI Compute and Innovation Policy

Public AI Compute and Innovation Policy

Artificial intelligence is no longer shaped only by algorithms and talent. It is increasingly shaped by access to large-scale computing infrastructure. Training advanced models in fields such as climate science, biotechnology, defense, and advanced manufacturing requires resources that few private actors can independently sustain. As a result, governments on both sides of the Atlantic have begun to treat high-performance computing and AI infrastructure as strategic assets rather than neutral research tools.

Oil or Turmoil?

Oil or Turmoil?

The economics of crude oil pricing is one of the most complex and variable mechanisms in the commodities market; indeed, as a depleting non-renewable resource, its cost of extraction depends not only on the current rate of production but also on the amount of cumulative production. In this sense, the low-carbon transition is driving rapid change across global energy systems.

The Recovery Shape is W, hopefully…

The Recovery Shape is W, hopefully…

Many shapes for different economic recessions and hopes. A V-shaped starts off with a sharp decline, followed by a strong recovery. A U-shaped starts off with a more gradual drop, once hits bottom it stays there for some time prior to bouncing back. An L-shaped recession, the worst one, starts with a sharp decline in economic activity followed by a very slow recovery period. A W-shaped has GDP, employment, industrial output sharply declining and rising for two times in a row…

The 2021 Recovery

The 2021 Recovery

From the Balance of Payment it is possible to understand the amount and direction of the net capital inflow (or outflow). Indeed, making an educated guess on the new locations for investment and trade may make the difference in investing after the epidemic.

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