AI trade flows as geopolitical signal

Counting and categorizing trade in AI-related products (chips, data services, model runtimes) can reveal where capability is concentrating, where export controls bite, and which states are building industrial policy around AI. Regular public tracking of these flows would give analysts an early read on supply-chain chokepoints and de-risking moves. — If treated as a visible metric, AI-related trade data could become an actionable indicator for industrial policy, export-control debates, and alliance bargaining.