AI Doctrines and the Political Economy of Data-Centric Warfare
Artificial intelligence and big data are no longer peripheral enablers of military power — they are the doctrinal core of twenty-first-century warfare. NATO, the EU, and allied democracies have embraced data-centric operations, where superiority is defined by the speed and accuracy of information flows. Doctrines such as JADC2 and the EU Strategic Compass illustrate this shift: victory is no longer about mass alone but about integration, fusion, and decision advantage. This doctrinal evolution creates predictable demand for AI-enabled analytics, secure cloud infrastructures, and edge computing systems validated against alliance standards. Investors should note that procurement follows doctrine, not hype. Companies positioned to deliver real-time data fusion, interoperability, and sovereignty in information infrastructures will occupy a privileged place in future defence-industrial ecosystems. Data-centric warfare is not an abstract vision — it is the architecture through which alliances intend to fight and deter.