The future of globalization in the age of AI

Today’s AI race is not merely an ‘arms race’ nor is DeepSeek easily explained away as just a Sputnik moment.

This race is playing out against the larger backdrop of more than a decade of technology infrastructure export by the largest economies around the world. – whether it is India’s export of digital public infrastructure, cloud export by the US BigTech, or China’s Digital Silk Road working alongside its Belt and Road project.

This combination of tech infrastructure exports combined with leverage through complementary AI capabilities creates a new format of globalization – standards-based globalization – something that most people don’t yet fully understand.