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