Author: Andy(andy@1024ai.cc)

The AI Chip War in 2026: A Marathon With No Finish Line

By May 2026, the narrative around the AI chip war has shifted away from “who builds the most powerful GPU” and toward something far more structural: where do chips flow, who controls that flow, and at what cost?

In our previous piece (May 10), we analyzed how the three “AI godfathers” at Davos each revealed their geopolitical calculations through their public statements. Just one day later, new variables are entering the game.

Published on 2026-05-11 at Andy's Analysis, last modified on 2026-05-11

Author: Andy(andy@1024ai.cc)

The Geopolitical Choices of AI Godfathers — From Chip Wars to Capital Games

At the 2026 World Economic Forum in Davos, a subtle shift is underway: the three most influential figures in tech — Jensen Huang, Lisa Su, and Sam Altman — have independently shifted their focus from “AI changing the world” to “how the world is changing AI.” This time, they are not discussing model parameters or computing breakthroughs, but export controls, sovereign AI, and corporate survival rules amid great-power competition.

Published on 2026-05-10 at Andy's Analysis, last modified on 2026-05-10

Author: Andy(andy@1024ai.cc)

AI as a New Variable: How Technology Shifts the Balance

Over the past two years, a new variable has been profoundly shifting the power balance between the US and Iran: the rapid development of artificial intelligence and related technologies. This topic warrants dedicated analysis because it could fundamentally alter the strategic equilibrium both sides have developed over decades.

Drones: Iran’s “Democratized” Lethality

One of Iran’s most significant technological breakthroughs is in drones.

Published on 2026-05-08 at Andy's Analysis, last modified on 2026-05-08

Author: Andy(andy@1024ai.cc)

AI and Geopolitics: A Strategic Framework

This blog analyzes the intersection of artificial intelligence and global geopolitics through structured, systems-level analysis.

Mission

To understand how AI capabilities are reshaping the strategic calculus between major powers — particularly in regions where technology and geopolitics intersect most acutely.

Core Analytical Framework

This series approaches US-Iran relations as a structural conflict — not a series of policy failures or personal grievances, but a systematic collision between two incompatible strategic logics:

Published on 2026-05-08 at Andy's Analysis, last modified on 2026-05-08