THE MAP NOBODY IS WATCHING: Where Energy, AI and Maritime Chokepoints Converge
THE MAP NOBODY IS WATCHING: Where Energy, AI, and Maritime Chokepoints Converge Core thesis: The two maps are indeed converging—maritime chokepoints and the AI/energy supply chain are not separate narratives, but two dimensions of the same great-power game. Energy chokepoints control "today's power"; the AI energy chain controls "tomorrow's compute." The point where they meet: whoever controls the energy corridor from Hormuz to Bab el-Mandab holds the "master switch" of the AI race. --- HOOK On 28 February 2026, daily vessel traffic through the Strait of Hormuz collapsed from roughly 130 ships to just 6 by March—a 95 percent drop. At the same time, global electricity demand is surging at a pace that, for the first time in 30 years, has overtaken GDP growth—with AI data centers the fastest-growing new source of electricity load. One map shows tankers and warships. The other shows servers and power grids. Most people treat them as two separate stori...