Center for Geopolitics of Technology
Artificial intelligence (AI), 5G, cybersecurity, robotics, semiconductors, space…Technologies—particularly digital technologies—now profoundly affect all human activities and, by extension, international relations. The political, strategic, economic, and social stakes that arise from them are expressed across multiple political levels, involving states, international organizations, and private companies alike. International dynamics of competition and cooperation are being reshaped as a result. To address these challenges, Ifri launched its Geopolitics of Technology Center in 2020, offering a distinctly European perspective on the international issues surrounding so-called critical technologies.
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Director, Center for Geopolitics of Technology, Ifri
Publications
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Research Areas
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European Technological Sovereignty
At a time when the global economy is being reshaped around critical technologies, the European Union is seeking to strengthen its capacity for autonomous action. This area explores European efforts to support innovation and competitiveness across the continent’s technology sectors, better manage external dependencies, enhance economic security, and ensure the resilience of value chains and infrastructures. It examines Europe’s vulnerabilities and strengths in the global technological competition—from cloud computing to semiconductors, from critical raw materials to green technologies—in order to identify the conditions for credible digital and industrial sovereignty.
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Sino-American Technological Rivalry
Control over critical technologies lies at the heart of a systemic rivalry between the United States and China, one that is redefining power relations and the rules of globalization. This area analyzes the industrial and innovation policies of the two major powers, their strategies of partial decoupling, and the growing weaponization of interdependencies. It also examines U.S. diplomatic efforts to rally allies around a shared vision of economic security, and China’s response.
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Emerging Technological Powers and New Partnerships
Competition among powers for control over digital infrastructures—submarine cables, data centers, telecommunications networks—is unfolding across emerging regions, including Africa, Latin America, and the Pacific. Beyond the U.S.–EU–China triangle, this area explores the national technology strategies of actors such as India, the Gulf countries, and “digital middle powers” (Brazil, South Korea, Kenya, the United Kingdom, etc.), balancing diversification of dependencies, digital regulation, and the race for innovation.
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Governance and Transnational Challenges
In the face of transnational challenges (energy transition, climate change, illicit trafficking, population aging) and the new risks posed by emerging technologies, how can these technologies be used and regulated in the service of the public good without falling into techno-solutionism? This area analyzes the political, geopolitical, legal, and ethical issues associated with technology governance (digital regulation, AI governance, competition over standards).
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The Civil–Military Dual-Use Nature of Technology
Since the outbreak of the war in Ukraine, we have witnessed a profound transformation in the relationship between major technology companies and the defense sector. This area studies the recent intensification of the dual-use nature of technologies (AI, but also quantum, robotics, etc.), the reconfiguration of sectoral balances that this entails, and the unprecedented dynamics between traditional defense industrial and technological base actors, Silicon Valley giants, and European start-ups.
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Space
Once the preserve of major powers, space is now seeing the entry of an increasing number of public and private actors. It has become a new arena of strategic, economic, and normative competition. Ifri’s space program aims to analyze the power dynamics, narratives, and governance instruments shaping the international space order, while examining the roles and strategies of state and private actors. By combining political, legal, and economic analysis, it seeks to contribute to a better understanding of the challenges of sovereignty, security, and cooperation in outer space.
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The Team
Our research fellows: Center for Geopolitics of Technology
Publications
AI, Data Centers and Energy Demand: Reassessing and Exploring the Trends
The information and communication technologies sector today accounts for 9% of global electricity consumption, data centers for 1-1.3%, and artificial intelligence (AI) for less than 0.2%. The growing energy demands of cloud services first, and now AI workloads (10% of today’s data centers electricity demand), have exacerbated this trend. In the future, hyperscale data centers will gain shares amongst all kinds of data centers and AI will probably account for around 20% of data centers electricity demand by 2030.
Artificial Promises or Real Regulation? Inventing Global AI Governance
The risks inherent to the unregulated use of AI, a key technology and vector of profound transformations within societies underline the pressing need to harmonize governance efforts at the international level. The Summit for Action on Artificial Intelligence to be held in Paris in mid-February could be an unprecedented timely occasion to agree on a global governance framework of AI for the public good.
From nonproliferation to strategic competition: US export controls and China
Technological competition is at the heart of the renewed great-power competition that has characterized relations between the USA and China since the 2010s. The role of technological innovation in the evolution of power relations is already recognized in the literature of international relations. However, developments in US technology policy under the last two administrations raise the reverse question: how does the perception of changing power relations (in this case, Chinese technological catch-up perceived as a threat to US leadership) transform policies granting or denying access to technological innovation?
China’s Mature Node Overcapacity: Unfounded Fears
China is decoupling from, not flooding, the global mature-node semiconductor market. As China increasingly pursues industrial policies encouraging domestic chip production, its own growing chip demand will prevent a direct flood of cheap Chinese chips on foreign shores. However, as Beijing achieves its goal of decreasing the reliance of domestic downstream manufacturers on foreign chips, European and American mature-node semiconductor companies will feel the ripple effects of an increasingly “involuted” Chinese chip ecosystem.
Sat-to-Cell: Towards Universal Connectivity?
Sat-to-Cell is a new type of service that connects smartphones directly to satellites. It has recently enabled innovative applications such as emergency text messaging via satellite. The technology is developing rapidly, and many questions are now being raised about its potential impact.
From Ukraine to Gaza: Military Uses of Artificial Intelligence
The wars in Ukraine and Gaza show us the extent to which artificial intelligence (AI) has become integral to battlefield operations.
Artificial Intelligence, or The Race for Power
Artificial intelligence (AI) is here to stay, and its use is spreading at a rate that is difficult to comprehend.
Funding A Rival: When the United States and Europe Invest in Chinese Tech
Outbound investments into rival powers are receiving increasing political attention on both sides of the Atlantic, as competition between the United States and China intensifies. The concern lies with American and European investments in certain Chinese technologies - such as artificial intelligence, biotechnology, semiconductors, or quantum computing - which could enable China to enhance its military capabilities and thus may pose risks to national and international security.
Groundbreaking Chip Sovereignty: Europe’s Strategic Push in the Semiconductor Race
The EU Chips Act’s enactment in September 2023 marks a major policy shift that revitalizes industrial policy in Europe. By allowing state subsidies for semiconductor projects, it has the potential to secure Europe’s supply chain security and technological autonomy in an industry dominated by the US and East Asia.
NATO's New Ambitions for Space
Ahead of Russia's invasion of Ukraine, a devastating cyber attack targets Ukrainian army communications, exposing Western dependence and vulnerability to space technologies, and calling NATO's defensive posture into question.
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