Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Central Bank AI: From Silicon To Supervision, The Coming Power Shift
Episode Central Bank AI: From Silicon To Supervision, The Coming Power Shift
Central banks have adopted frontier computation since 1966, and compute sovereignty is now the lever supervision uses to write the operating rules for enterprise AI ahead of legislatures. This desk merges two theses: a sovereignty contest decided by semiconductor access, and the 1988 Basel precedent showing how supervisory standards travel downstream into vendor contracts. Three capital implications by horizon and two verifiable predictions for 2026.
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