Asia-focused commentary argues that artificial intelligence is increasingly tied to strategic competition, with the potential to resemble a “new Cold War” between technology blocs. The articles say this dynamic is driven by uneven control over key inputs and capabilities needed for advanced AI systems.

The reports attribute the imbalance to different regions’ roles in the AI supply chain. They point to China’s influence over critical minerals used in technology manufacturing, while saying Western countries dominate leading-edge chips and AI-related technologies. In this framing, countries in Asia—including India—face pressure to navigate dependencies on both materials and digital infrastructure.

Across the outlets’ discussion, the central angle is the risk that AI development and deployment could become segmented into competing ecosystems. The analysis emphasizes the need for Asian actors to manage supply-chain vulnerabilities and avoid being forced into rival technology spheres, while still engaging with global chip and AI development markets.