The Consequences of Washington’s Unyielding Confidence

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The U.S. government is taking an active role in AI development, marking a significant shift in policy aimed at ensuring national dominance in the technology sphere. By 2026, federal efforts will include funding, fast-tracking approvals, and managing crucial supply chains all focused on competing with China in the AI race.

To address the complexities of AI infrastructure, experts highlight six critical bottlenecks: raw materials, power generation, infrastructure, custom silicon production, high-bandwidth memory, and networking capabilities. The U.S. faces a projected 10-million-ton deficit in copper over the next decade, and energy needs for AI applications are prompted substantial investments in nuclear power as well as innovations in computing and networking technology.

This mobilization reflects a historical pattern of national initiatives akin to the Manhattan Project and Apollo Program, positioning the U.S. to secure the necessary resources and technologies for future AI advancements.

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