The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead

But frontier AI depends on a far broader, capital-intensive system: Hyperscale data centers, cloud computing infrastructure, AI servers, and the underwater fiber-optic cables that connect them. Nvidia’s AI ecosystem and American tech hegemonyIf you want to understand how the U.S. dominates the AI ecosystem, look at Nvidia’s business model. Limitations of the U.S.’s AI ecosystem dominanceIt’s true that the U.S.’s dominance of the AI stack isn’t absolute. But until that alternative emerges, it’ll be the U.S. that keeps a firm grip on the wider AI ecosystem. The post The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead appeared first on Fortune.