AI will empower the service industries, but I don't see it having much impact past administrative efficiency in all other industries relevant to international trade. It won't make minerals more abundant, it won't make farmland more available, for example. It could empower manufacturing a bit but they are bottlenecked by physical resources, supply chain access and other physical constraints as well so there are limits there.

I also think AI is ubiquitous now, no one country will "win". Maybe someone has a breakthrough, but information is globalized, it wouldn't take long for the technology to spread.

Again the actual constraints I believe will be physical. Who has the most chips, the most power, the most space etc, to run the AI.