The race for AI dominance isn't won through media narratives and hype cycles—it's determined by three unglamorous fundamentals: computational capacity, energy resources, and the ability to execute at scale.

Right now, the U.S. holds the advantage. The infrastructure, the power grids, the talent pipeline—it's all converging in ways other regions are still trying to replicate. But this isn't a permanent lead. It's only sustained if execution stays sharp and investments keep flowing into the hardware and energy ecosystems that power these systems.

The real battle isn't about who releases the flashiest models. It's about who can actually build and sustain the backbone.