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  <title>The Geopolitical Economist · Technology &amp; AI</title>
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  <description>Semiconductors, artificial intelligence, digital infrastructure and the race to control them.</description>
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  <image><url>https://geopoliticaleconomist.com/assets/brand/icon-512.png</url><title>The Geopolitical Economist · Technology &amp; AI</title><link>https://geopoliticaleconomist.com/issues/technology</link></image>
  <item>
    <title>Why AI Power Will Be Claimed in the Next Thirty Months, and by Whom</title>
    <link>https://geopoliticaleconomist.com/articles/ai-power-next-thirty-months-india-russia-witness</link>
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    <pubDate>Thu, 01 Oct 2026 06:00:00 +0000</pubDate>
    <dc:creator>Dr Yashwant Singh</dc:creator>
    <description>India and Russia cannot win the race for capacity. They can contest the race for standing, and standing has a shorter clock.</description>
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    <content:encoded><![CDATA[New analysis on The Geopolitical Economist

WHY AI POWER WILL BE CLAIMED IN THE NEXT THIRTY MONTHS, AND BY WHOM

India and Russia cannot win the race for AI capacity. They can contest the race for standing, and India can be the witness.

From the opening:
“Most talk of AI power counts assets: chips, clusters, parameters, capital. On that count India and Russia will trail Washington and Beijing for years. But counting assets mistakes the nature of the contest.”

By Dr Yashwant Singh, Assistant Professor of Sociology, GITAM University, Bengaluru

Read the full analysis: https://geopoliticaleconomist.com/articles/ai-power-next-thirty-months-india-russia-witness

#Geopolitics #SouthAsia #Russia #India #GlobalEconomy]]></content:encoded>
    <category>South Asia</category>
    <category>Russia &amp; Eurasia</category>
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    <title>Grid, Factory, and the Shared Sovereignty Problem: India-Israel Convergence in Electrical, Automation, and Robotics Technology</title>
    <link>https://geopoliticaleconomist.com/articles/india-israel-shared-sovereignty-problem</link>
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    <pubDate>Mon, 21 Sep 2026 06:00:00 +0000</pubDate>
    <dc:creator>Dr Yashwant Singh</dc:creator>
    <description>India&#x27;s manufacturing scale without design-and-verification depth, and Israel&#x27;s design-and-verification depth without manufacturing scale, are mirror-image versions of the same incomplete sovereignty position. Converging them is not merely good industrial policy.</description>
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    <content:encoded><![CDATA[New analysis on The Geopolitical Economist

Grid, Factory, and the Shared Sovereignty Problem: India-Israel Convergence in Electrical, Automation, and Robotics Technology

India's manufacturing scale without design depth, and Israel's design depth without scale, are the same incomplete sovereignty. A case for convergence.

From the opening:
“Two essays, read separately, describe two different anxieties. One, "India's Power Grid and the AI-Era Sovereignty Problem" (September 18, 2026), is about the electricity grid becoming a cyber-physical system whose real vulnerability lies not in foreign hardware but in who controls its firmware, patches, and failure…”

By Dr Yashwant Singh, Assistant Professor of Sociology, GITAM University, Bengaluru

Read the full analysis: https://geopoliticaleconomist.com/articles/india-israel-shared-sovereignty-problem

#Geopolitics #SouthAsia #MiddleEast #India #Israel #GlobalEconomy]]></content:encoded>
    <category>South Asia</category>
    <category>Middle East &amp; North Africa</category>
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  <item>
    <title>The Crash Will Begin in America and Hit the Entire World</title>
    <link>https://geopoliticaleconomist.com/articles/the-crash-will-begin-in-america</link>
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    <pubDate>Sat, 31 Jan 2026 06:00:00 +0000</pubDate>
    <dc:creator>Vikas</dc:creator>
    <description>Much Worse Than 1929, 2000, and 2008</description>
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    <content:encoded><![CDATA[New analysis on The Geopolitical Economist

THE CRASH WILL BEGIN IN AMERICA AND HIT THE ENTIRE WORLD

Much Worse Than 1929, 2000, and 2008

From the opening:
“We are living in the most volatile period of the 21st century. Something big is unfolding in front of our eyes. Power is shifting, old institutions are weakening, and the systems that once guaranteed stability are no longer trusted the way they used to be.”

By Vikas

Read the full analysis: https://geopoliticaleconomist.com/articles/the-crash-will-begin-in-america

#Geopolitics #UnitedStates #GlobalEconomy]]></content:encoded>
    <category>Americas</category>
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