The defining technologies of the 21st-century economy run on electrons: electric vehicles (EVs), drones, robots, advanced manufacturing, smart grids, battery storage—and yes, AI. These systems share a common foundation: the "electric stack" (batteries, motors, power electronics, embedded compute). Master the stack, and you can build almost anything the modern economy demands. Cede it, and you're buying the future from someone else.
China has mastered it. The United States is ceding it. In 2026, that divergence will become impossible to ignore.
We have updated our Privacy Policy and Terms of Use for Eurasia Group and its affiliates to clarify the types of data we collect, how we collect it, how we use data and with whom we share data. This website uses cookies. By using our website you consent to our Terms and Conditions and Privacy Policy, including the transfer of your personal data to the United States from your country of residence (if different), and our use of cookies as described in our Cookie Policy.
