Pax Silica sounds like the future because, in many respects, it is. In an era where artificial intelligence is reorganising the global economy, control over the silicon supply chain—from minerals and energy through to chips, computing and data infrastructure—has become a determinant of national power. The question now is whether Pax Silica will become another well-intentioned declaration, or a mechanism that actually reshapes supply, demand and investment behaviour at scale.
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