Asia’s energy security depends on the Strait of Hormuz, a waterway it doesn’t control, and the fallout from the return of conflict would extend well past fuel pumps.
If Asia doesn’t build deeper, more liquid electricity networks now, it risks losing its slice of the AI value chain. Nearly every major Asian economy now has a formal national AI masterplan. Japan recently announced a 370 trillion yen ($2.3 trillion) budget, with more than a quarter of that sum earmarked for spending on artificial intelligence and chips alone over the next 15 years.
