I think it’s a bit more complicated.

There is a likely US scenario and a rest of the world scenario. It will be interesting to see if China acts on the overextension of the US Military in the Middle East. Taiwan will be a big play for both and crucial to the hyperscalers.

But since the US is dabbling in piracy again and telling people what they can do and not do with their shit, it’s not too far-fetched that everyone that is not a global superpower is at risk of getting bombed to smithereens if they are a danger to US AI supremacy.

This is such a crazy timeline, predicting even like a single year ahead feels like looking into a medieval glass ball.

But we are humans, I am confident we will find a way to fuck this up royally for everyone. Brace for impact.