Competing Through AI Infrastructure

Analyze the strategic importance of AI infrastructure in shaping technological leadership. Focus on how open-source models, specialized chips, cloud capacity, data pipelines, and developer ecosystems interact to determine who captures value in the AI stack. Compare the tradeoffs between building a larger model, optimizing hardware, and creating an open ecosystem. Then outline what a company or country should prioritize if it wants to narrow the gap with a stronger rival over the next five years.