The Revolution in Military Affairs: Artificial Intelligence

Peter Zeihan 4 min

AI in war will not happen as expected because the semiconductor supply chain cannot survive de-globalization. The problem will become obvious in the 2050s.

Key points

  • 0:00

    AI cannot process faster than humans because high-end chips will vanish.

  • 0:00

    Semiconductor supply chains cannot survive the de-globalization age.

  • 0:00

    Future machines must rely on older technology linked to home bases.

  • 0:00

    Thousands of single-point failures exist in semiconductor manufacturing.

  • 0:00

    Extreme Ultraviolet lithography is exclusively performed by ASML.

  • 2:06

    ASML controls hundreds of companies through information lockdowns.

  • 2:06

    High-end chips will become impossible to produce if the chain breaks.

  • 2:06

    Best chips in ten years will resemble those from ten years ago.

  • 2:06

    Military decision-making capabilities will be truncated by chip limits.

  • 3:37

    Rebuilding the supply chain will take 15 to 20 years.

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