US AI Dominance Rooted in Infrastructure Control, Not Just Models, Analysis Shows

Summary

The article argues that the global AI race is primarily about infrastructure, not just models, with the U.S. maintaining dominance due to its control over hyperscale data centers, cloud computing, and the Nvidia ecosystem. It highlights the deep commercial-military symbiosis between Washington and Silicon Valley, with major tech firms providing AI tools to the U.S. defense establishment and investing heavily in global infrastructure like subsea fiber optic networks.