The New Geopolitics of Supply

Geopolitics, AI, and energy security are reshaping how capital is deployed and how nations and companies compete. Governments are advancing industrial strategies across AI, semiconductors, advanced manufacturing, and critical infrastructure, redefining infrastructure to include energy systems, data architecture, and positioning, navigation, and timing PNT capabilities. Capital is increasingly aligned with national priorities around resilience and technological leadership. Companies must adapt to an AI driven economy where access to energy, data, infrastructure, and PNT systems defines long term advantage, while navigating uneven global access to technology. This panel examines how investors are positioning as corporate and national competitiveness converge, supply chains reorganize, and technology becomes both an engine of growth and a tool of geopolitical power. Where can capital still compound as risk rises, and how should portfolios adapt?