The Evolving Role of Computing in Global Power Dynamics
Power has shifted through the ages, originating from control over crucial resources like steel and oil, and now resting on data and computing. It’s becoming clear that those who control computing capabilities will significantly influence the future, much like previous generations were shaped by oil. The United States is experiencing a surge in investments towards AI infrastructure—ranging from data centers to semiconductors and energy systems. Recent estimates from JPMorgan suggest that spending on data centers could elevate U.S. GDP by as much as 20 basis points in the next two years. Moreover, as reported in the October 2025 issue of The Economist, investments tied to AI have contributed 40% to U.S. GDP growth over the past year, a figure that is on par with consumer spending growth. This data might be concerning, given the early stage of AI’s integration into the economy, yet it’s just the tip of the iceberg.
This growth represents new avenues for strategic authority. Computing is becoming the main driving force as we progress, similar to how oil influenced the past century. Its impact will define national prosperity and shape global power structures. Presently, the United States stands in a favorable position, holding the reins on whether democratic practices or state-driven powers will lead this technological revolution.
Addressing Challenges from Global Rivals
Central to this trajectory is the U.S. AI ecosystem, which is more than just a product from a single entity; it’s a sprawling network. Comprising semiconductors and servers produced domestically, along with open-source models and cloud services that promote fair competition, it offers a secure and democratic framework built on principles of transparency.
Given that state-sponsored competitors are advancing their own AI capabilities while offering loans that developing nations find hard to decline, the U.S. needs to act swiftly.
Bridging the Adoption Gap
Many nations hesitate to invest billions into training new AI models since they lack the necessary infrastructure. Training is what develops AI technology, and unless countries can implement these systems, AI remains nothing more than an academic concept. Thus, it becomes essential to treat AI as the backbone of the economy.
Take India, for instance; it needs AI systems to handle urban expansion and to cater to billions of lives. Similarly, Europe looks toward computing to jumpstart advancements in clean energy and climate research, while African governments are increasingly turning to digital innovations to enhance financial accessibility and improve healthcare. If the U.S. doesn’t step in to provide essential computing resources, other countries will fill that void.
Washington seems to be catching on, with the current administration outlining an AI action plan that includes fast-tracking data center construction, boosting domestic semiconductor production, and fostering collaborations with allies. However, ambition alone won’t suffice; there needs to be tangible execution. Without the reliable infrastructure necessary for expansion and export, American leadership risks fading into obscurity.
The Need for Exporting U.S. AI Stack
The disparity is significant: under 40 countries have dedicated AI data centers, while over 150 have none at all. Competing nations are already making assertive moves to claim this blank space. Should the U.S. fail to respond, it would forfeit its global influence for years to come.
America already possesses substantial computing capabilities. By exporting the U.S. AI stack, it can reinforce relationships abroad and align international incentives, triggering a new cycle of growth. Each server sent overseas not only generates demand for American manufacturing and energy but also extends U.S. leadership globally.
There’s also potential for benefits at home. Revenue generated from computing—essential for this new era—would be reinvested into the U.S. economy. If leveraging resources to lead in the next century doesn’t contribute to reducing national debt, then it’s difficult to see what else could.
Ultimately, the direction of the U.S. AI stack hinges on who shapes the framework for the future. If the U.S. takes charge, AI can evolve under open and equitable guidelines. Conversely, if it remains passive, other players will dictate terms. The globe is keenly observing; the nations that dominate computing are the ones that will steer AI development. The pressing question remains: which nation will it be?
