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Strategic Research • August 2026
AI Hits the Physical Scarcity Stack
Three control layers are reshaping infrastructure, satellite, and cybersecurity strategy.
AI • SPACE • CYBERPREMIA ANALYSIS
AI is commonly framed as a software and compute story. But strategic advantage is moving down the stack into physical inputs that cannot be replicated quickly: power, land, fiber routes, interconnection, spectrum, orbital access, and security.
The winners will not merely own technology. They will control bottlenecks and underwrite the conversion of scarce physical capacity into durable cash flow.