Platform incumbents and emerging challengers are competing to build and deploy the next layer of AI infrastructure, the report says. This includes agent interfaces, enterprise capillots, real-world autonomous systems, and sovereign models.
“The rapid advances in artificial intelligence, computational infrastructure, and global connectivity are fundamentally reshaping how work is done, how capital is deployed, and how leadership is defined, both in businesses and countries,” the trend suggests.
Just like space racing, AI’s current global competition is driven by highly capable people all over the world, ensuring that it is only progress. The world’s most powerful countries are being rotated by varying degrees of economic, social and territorial aspirations, the report says.
“The reality is that AI leadership can generate geopolitical leadership, not the other way around,” the report states.
Meeker and her colleagues also note that while the promises of AI innovation are incredible, these are also “dangerous and uncertain” times. Still, there is a reason to be optimistic about the future.
The author believes that fierce competition and innovation, increasingly accessible calculations, and AI injection technology are rapidly rising worldwide, and thoughtful and calculated leadership can promote adequate fear and respect.
“…that can lead to mutually guaranteed deterrence.”
