Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
The AI Arms Race Will Be Decided on Verification
Episode The AI Arms Race Will Be Decided on Verification
AI arms control rests on verification: a cap on training compute becomes enforceable where that compute can be counted physically, in chips, data centres and energy. On 23 September 2026 the United Nations Security Council devoted a session to artificial intelligence and international security; five days later the Lowy Institute proposed Australia as verifier, citing the 1996 precedent of the nuclear test ban. Whoever measures gains a right of inspection over the capital that funds AI capex.
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