Techno-Statecraft

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 • 

Justin Kollar

13

2

2

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 • 

Justin Kollar

12

8

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 • 

Justin Kollar

10

1

2

September 2025

Who Profits From the AI Boom? Following the Money in the Cloud Economy

Tracing how debt, utilities, land, and chips shape the uneven flow of profits across the AI stack

Sep 26 • 

Justin Kollar

44

3

9

North Carolina and Other States Are Turning AI Into Industrial Policy

Local resistance meets statewide ambition in the rush to build AI infrastructure

Sep 17 • 

Justin Kollar

9

5

Is Your Cloud Account Funding the Next Forever War?

U.S. techno-capitalism has long fused commercial innovation with large-scale systems of military power

Sep 5 • 

Justin Kollar

15

5

August 2025

Dark Fiber—an Archaeology of the Dot-Com Bubble

The fiber laid in the 1990s built enduring routes for digital power and profit

Aug 28 • 

Justin Kollar

30

7

8

Powering Silicon Valley's AI Dreams

How San José and Santa Clara’s Utility Models Shape the Region’s Data Center Boom

Aug 21 • 

Justin Kollar

11

4

Don’t be Fooled—the AI Bubble is the Strategy

From railroads to dot-coms to AI, speculative cycles remain central to how capital accumulates and offloads risk

Aug 7 • 

Justin Kollar

410

48

83

AI Industrial Strategy Under Trump 2.0, Part II

Barriers, Bypasses, Buildouts—the New Frontier of Extraction

Aug 4 • 

Justin Kollar

18

9

June 2025

Fabricating Dependency—The Political Economy of the Semiconductor Crisis

How decades of concentrated financial power hollowed out the U.S. industrial base and created geopolitical entanglements

Jun 16 • 

Justin Kollar

8

2

Why SpaceX Turned a Launch Site into a Legal Enclave

Learning from other spaceport failures, SpaceX rewrote the rules to bypass regulation and public accountability

Jun 2 • 

Justin Kollar

9

3

4