How controlling AI infrastructure (data centres, chips & models) now equals controlling financial markets

For decades, human decisions have shaped financial markets: traders interpreting charts, analysts forecasting trends and institutions reacting to economic signals. Even with the introduction of algorithms, they primarily served as tools to execute human strategies at a faster pace. However, that era is ending. Artificial intelligence is no longer simply assisting markets; it is beginning to define them. Behind this transformation lies a less visible but far more consequential layer: AI infrastructure. The data centres, semiconductor chips, cloud networks and training architectures that power intelligent systems are rapidly becoming the most critical assets in global finance. This is not merely a technological shift, it is a structural realignment of power. The systems that interpret and act on information at scale now control the markets, rather than solely capital or information. A small group of entities owns, operates and increasingly monopolises those systems. The implication is p…