AIFortuneabout 2 hours ago
U.S. AI dominance rests on infrastructure, not models
6 min read
U.S. control of AI infrastructure, not models, secures its dominance. Nvidia holds roughly 85% of the global GPU market, and its CUDA software binds the ecosystem. Washington's $90.7 billion federal AI contracting surge in 2026 and Pentagon contracts with major tech firms reinforce this lead.
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