Global | The AI race is accelerating across all dimensions

Summary

The AI race is rapidly accelerating across all its dimensions. It is no longer just about software and models, but also about the infrastructure that makes them possible.

Key points

• Key points:
• Its economic impact unfolds across the entire value chain and underlying infrastructure: from the energy powering data centers, to chips, compute, cloud, models, and data, all the way to end-user applications.
• The United States continues to dominate the race and, for now, retains its leadership. It leads in advanced science and in a technology ecosystem that functions as a comprehensive platform, combining cloud infrastructure, tools, data, and final products, reinforced by a very fluid interaction between science and business.
• The AI race is increasingly being decided by data strategy: more and better data, greater computing power to process it, and more effective deployment. This explains the surge in hyperscale data centers—the “factories” where models are trained and run at scale—and government initiatives such as Genesis, which aim to coordinate and share scientific data and supercomputing resources to turn them into a strategic advantage.
• In technological geopolitics, China is playing two games at once: the standards war and strategic open source. Both lower adoption costs and put downward pressure on competitors’ margins.
• Europe is entering the race with urgency, but with a clearer understanding of where it stumbles: technology does not always move smoothly from the lab to the factory, and funding—especially for scaling—remains insufficient.

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