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Is Global Shipping Ready for the AI Empires?

Eric Schmidt warns of a new global power struggle. What does it mean for shipping?

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Maritime Analytica
Nov 09, 2026
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Eric Schmidt spent a decade as Google’s CEO.

Now he has a warning.

The US and China are building a new kind of power.

Not with ships.

Not with canals.

But with AI.

In Foreign Affairs, Schmidt and two co-authors call them AI empires.

At first, this sounds like a technology story.

But the latest shipping developments raise bigger questions.

For carriers, forwarders and BCOs, costs and customers are at stake.

We selected 10 key ideas from their essay.

And connected each to real developments in global shipping.

So what should shipping CEOs prepare for next?

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