Advancing the American AI Stack

Advancing the American AI Stack Introduction Power has always flowed from the control of the world's essential resources. Once it was steel, then oil, then data. Today, it is AI compute, and specifically, the ability to run AI systems efficiently at global scale. Whoever controls AI compute will shape the century ahead. Compute is fast becoming the foundation of global economic growth. In the United States, investment in AI infrastructure—from data centers to semiconductors and energy systems—is already moving the needle: J.P. Morgan estimates that data-center spending alone could boost U.S. GDP by up to 20 basis points over the next two yearsFootnote 1. According to The Economist, investments tied to AI now account for 40 percent of America's GDP growth over the past year, equal to the amount contributed by consumer spending growth. That statistic would be staggering regardless…