All posts tagged: geopolitics

The incident that makes the AI giants tremble

March 3, 2026
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 3rd, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The Gulf states’ billions have become a financial safety net for AI giants like OpenAI, Anthropic, and Nvidia. Now the conflict in Iran is shaking the stability on which these investments rest. If the money freezes, the effects could be brutal. On Sunday, an unusual […]

How we could become independent from the US

January 22, 2026
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 22nd, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. It’s in your phone, your work computer, and your running watch. Avoiding American technology is virtually impossible. As the rift between the US and the EU deepens, that dependence is becoming a problem. But there are ways for Europe to take back control. It is […]

The weak point — where the EU can hit back

April 4, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 4th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Stock markets are deep in the red as the world tries to understand how the new tariffs will hit. Caught in the middle are the American tech giants — whose global operations are now under threat. With a combined market capitalisation of well over 120,000 […]

Nvidia is winning the generative AI gold rush

May 8, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Behind the hype — and the anxiety — surrounding next-generation AI lies a simple question. Who controls the essential hardware? The answer has geopolitical implications. Should you mine for gold yourself, or sell pickaxes and shovels to those who do? The question from the gold […]

Banning TikTok could become a geopolitical game of cat and mouse

April 17, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 17th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While American politicians try to ban TikTok, a similar app — with the same owner — is climbing the charts. The stage is set for a geopolitical game of cat and mouse. “Mr. Chew, can TikTok access home wireless networks?” Republican congressman Richard Hudson looked […]

TikTok is challenging the American tech giants

February 20, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 20th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The business models of America’s tech giants are under real pressure. They’re being challenged not only by ChatGPT, but also by China’s TikTok. Now they may be forced to open Pandora’s box. If you want to find out where the nearest swimming pool or shoe […]