THE NEXT STRATEGIC RESOURCE IS NOT OIL — IT IS COMPUTE
THE NEXT STRATEGIC RESOURCE IS NOT OIL — IT IS COMPUTE Core thesis: Oil built the 20th century. Compute is building the 21st. This is not a metaphor—it is a structural shift in what determines national power. Oil is a resource that can be extracted and stored. Compute is a resource that must be produced and maintained continuously. The countries that master compute production—chips, electricity, data centers, minerals—will set the rules of this century. And for the first time in modern history, the United States does not monopolize the primary strategic resource. --- HOOK In 2026, Jensen Huang, CEO of NVIDIA, wrote: "AI operates on real hardware, real energy, and real economics. It converts raw materials into intelligence at scale." He called it the "five-layer cake" of AI—energy, chips, infrastructure, models, and applications—and stated: "Every successful application depends on every layer beneath it, down to the power plant that supports it." In the sam...