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Technology
AI, semiconductors, digital sovereignty, cybersecurity and data.
26 published articles
Featured
iOS–Android: The Battle for Digital Ecosystems
Two operating systems dominate the smartphone world, but their power extends far beyond the devices they run. Behind iOS and Android, two vast industrial, commercial and technological ecosystems have emerged, shaping access to applications, payments, data and, increasingly, artif
AnalysisRecent publications
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TechnologyOracle–Google–Nvidia: The Battle for AI Infrastructure Enters a New Phase
Artificial intelligence is entering a new stage of industrial development. By announcing plans to integrate processors from Google, Cerebras and SambaNova into its cloud infrastructure while substantially expanding its partnership with Nvidia, Oracle is revealing a fundamental tr
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TechnologyTata Communications: $450 Million to Build India's AI Superhighways
India's artificial intelligence ambitions are not taking shape inside data centers alone. They also depend on thousands of kilometers of fiber-optic networks capable of connecting computing facilities, transporting enormous volumes of data, and turning isolated infrastructure int
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TechnologyAfter Oil, the GPU: The New Geography of Sovereignty
For more than a century, the power of nations has been measured by their ability to control energy resources, trade routes, and industrial infrastructure. Coal accompanied the rise of the first manufacturing powers. Oil reshaped the geopolitical balance of the twentieth century,
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TechnologyCybersecurity: The Vulnerabilities Shaking Global Digital Infrastructure
On October 23, 2026, in Japan, a system designed to warn the population about earthquakes, tsunamis, and other natural disasters was temporarily suspended. Telecommunications operator SoftBank was carrying out security operations across its IT infrastructure. Thousands of kilomet
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TechnologyArtificial Intelligence Is Redesigning Data Centers
With its new M8000 computing module, China's ZTE illustrates a profound transformation of the digital industry. As artificial intelligence drives unprecedented demand for computing capacity, technological competition is increasingly shifting toward electricity, cooling systems, a
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TechnologyJapan: In Search of the Solar System’s Origins
On the night of October 19–20, 2026, an H3 rocket rose above the Tanegashima Space Center in southern Japan. On board, a spacecraft weighing nearly five tonnes carried an unusual ambition: to travel hundreds of millions of kilometres, reach one of Mars’s moons, collect a few gram
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TechnologyAmazon Challenges Nvidia Where Its Dominance Runs Deepest: Software
With the launch of TorchNeuron, Amazon Web Services is seeking to dismantle one of the main barriers to the adoption of its Trainium processors: developers’ dependence on Nvidia’s software ecosystem.
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TechnologyNVIDIA: The Battle for Control of the Next Personal Computer
With the launch of the first Windows computers powered by the RTX Spark superprocessor, NVIDIA is pursuing a transformation that extends far beyond graphics performance and gaming laptops.
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TechnologyChina: Technological Sovereignty Becomes an Export Policy
Beijing is preparing a new phase in the regulation of its strategic technologies. By proposing to place 40 categories of technology under export prohibitions or restrictions, China is seeking not merely to protect its industrial capabilities but also to control the conditions under which its innovations can be transferred, reproduced and exploited abroad.
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TechnologyTSMC: Record Profits, but AI’s Future Remains Uncertain
In Taiwan, semiconductor factories are operating at the pace of an industrial transformation whose ultimate limits remain unknown.
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TechnologyArtificial Intelligence: Does Sovereignty Begin with Models or Institutions?
As the world's leading powers invest hundreds of billions of dollars in artificial intelligence infrastructure, middle-income economies face a different challenge: how can they turn technology largely developed elsewhere into a source of national economic capability?
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TechnologyStarlink: The Battle for Control of Telecommunications
SpaceX's aggressive expansion into mobile spectrum signals a potentially major transformation of the global telecommunications industry.