De-dollarizzazione e settore tech USA: come il cambiamento monetario globale potrebbe influenzare l’innovazione tecnologica

USA: the de-dollarizzazione is gaining momentum globally, raising questions about its economic and technological impact. 

This phenomenon, characterized by a reduction in the use of the US dollar in international transactions, could have significant repercussions on the US tech sector. 

From the semiconductor industry to artificial intelligence, we examine how this transition could reshape US tech.

What is US de-dollarization and why is it relevant for the technology sector?

De-dollarization represents a process in which nations, companies, and institutions reduce their dependence on the US dollar as a reference currency. 

This change is often driven by geopolitical tensions, economic strategies, and the desire to diversify global currency reserves.

For the US tech sector, the importance of the dollar lies in its role as the dominant currency for international trade, investments, and resource procurement.  

A decline in the centrality of the dollar could result in higher costs for U.S. tech companies, limiting their competitiveness in global markets. Furthermore, it could affect these companies’ ability to access critical materials and cutting-edge technologies.  

Semiconductors, the beating heart of the tech sector, are one of the most vulnerable segments to de-dollarization. 

The United States dominate the global semiconductor market, but their production relies on a global supply chain, which includes rare materials, specialized equipment, and international partners.

If the dollar loses its position as the main currency, procurement costs for semiconductor manufacturers could increase. Transactions in other currencies or the adoption of alternative payment systems would require complex and costly adjustments. 

This could slow down innovation and reduce the global leadership of **tech USA**.  

The cloud computing market is another technology sector that could be affected by de-dollarization. The large US multinationals, such as Amazon Web Services, Microsoft Azure, and Google Cloud, dominate this space, but they operate on a global scale.  

A change in the reference currency could complicate international contracts and increase operational costs. 

Furthermore, the increasing competition from local providers in Asia or Europe, who might benefit from more stable currencies or government incentives, could reduce the market share of U.S. companies.  

Artificial intelligence and the global race for innovation

Artificial intelligence (AI) is another pillar of the US tech sector that could be influenced by de-dollarization.

The development of advanced algorithms and computing infrastructure requires enormous investments, often supported by international funding and global partnerships.  

If the dollar loses value or stability, U.S. companies might face difficulties in attracting foreign investments or maintaining international collaborations. 

This could give an advantage to competitors from other nations, such as China and the European Union, who are accelerating their development programs in AI.  

Green technology, including solar panels, advanced batteries, and infrastructure for electric mobility, is an area where the United States is seeking to consolidate their leadership. 

However, de-dollarization could make the procurement of critical materials like lithium, cobalt, and rare earths more expensive.  

These materials mainly come from nations that might choose to trade in currencies other than the dollar. This would increase costs for U.S. companies, slowing their progress and paving the way for international competitors.  

The defense sector and cybersecurity: a double risk

De-dollarization could also have implications for the technology sector related to defense and cybersecurity. 

These sectors depend on government funding and partnerships with international allies.  

If the dollar loses value, the production costs of advanced technologies, such as drones and cybersecurity systems, could increase. Furthermore, allies might prefer collaborations with nations that use alternative currencies, reducing the geopolitical influence of the United States.  

In other words, de-dollarization represents a complex challenge for the US tech sector, with implications ranging from economic competitiveness to global technological leadership. 

Although the dollar still remains the dominant currency, the growing interest in alternative currencies could redefine the dynamics of international trade and technological innovation.  

For the US technology companies, understanding and adapting to this change will be crucial. 

Diversification of resources, adoption of multi-currency strategies, and strengthening of international partnerships could be the keys to successfully navigating a world less dependent on the dollar.