Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise.

If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to provide good reliable service and not turn it into a mafia style negotiation, then winning the AI war is not helping the U.S. countries as much as it potentially can. It’s probably a good thing for more capable areas like Europe which may develop their own tech stack.

In a weird way because the AI stack is so expensive, China helps the world much more than the U.S. with their really capable open source model.

It's a war in the sense that there's a concern that eventually you hit a singularity and can outsmart others in ways not constrained by human scales.

If you make better guns, you're still limited by how many people can carry them. You can't conquer the world just like this.

But if someone invents super intelligence, they can dominate new AI research, control global economies, fight much better, and all very quickly.