Techno-Statecraft

Beyond the Boom and Bust—the Horizon of Consolidation and the Coming Scramble for AI Infrastructure

A new ownership layer is being constructed over AI's physical substrate before smaller players are forced to sell

Mar 20 • Justin Kollar

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Fossil AI II—Petrodollars and the AI Infrastructure Boom

How Gulf oil wealth is funding the global artificial intelligence expansion while exposing the physical vulnerabilities of the digital age

Mar 5 • Justin Kollar

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January 2026

The United States in Venezuela II—How to Sabotage an Oil State

How outsourcing Venezuela’s technological infrastructure established the blueprint for weaponized interdependence

Jan 12 • Justin Kollar

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The United States in Venezuela I—How to Build an Oil Empire

How legal architecture, elite collaboration, and U.S. firms locked Venezuela into a century-long extractive order

Jan 8 • Justin Kollar

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December 2025

Behind the Federal Power Grab to Fast-Track AI

Inside FERC’s queue reforms, co-location fights, and a new national interconnection push as data centers transform grid governance

Dec 19, 2025 • Justin Kollar

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AI Industrial Strategy III—Executive Action and State Preemption to Override Local Data Center Opposition

The AI boom has turned data centers into one of the fastest growing categories of industrial development, with a resource footprint that is hard to hide…

Dec 16, 2025 • Justin Kollar

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Fossil AI I—Finance Capital's New Utility Frontier

Private equity, utilities, and regulators gamble on plausibly exaggerated data center forecasts and long-lived fossil assets

Dec 4, 2025 • Justin Kollar

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November 2025

Semiconductors, Sprawl, and the Making of Arizona’s Techno-State

From Cold War defense plants to CHIPS subsidies, how speculative growth politics now serve global chip manufacturing

Nov 28, 2025 • Justin Kollar

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Cisco, Nvidia, and the Economics of Tech Bubbles

What the dot-com buildout and the AI expansion reveal about state policy, investor hype, and the burdens of infrastructure

Nov 21, 2025 • Justin Kollar

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The Structural Violence of Risk Management Behind the AI Infrastructure Bubble

How financial institutions sustain the AI boom by exporting risks to everyone else

Nov 7, 2025 • Justin Kollar

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October 2025

The Compute-Industrial Complex

Inside some of the coalitions turning America’s AI boom into a new model of infrastructural enclosure, deregulation, and state-capital coordination

Oct 30, 2025 • Justin Kollar

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Argentina’s Bailout and the New Digital Extractivism

The fusion of austerity and AI "innovation" turns crisis management into a frontier for U.S. power and corporate profit

Oct 20, 2025 • Justin Kollar

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