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America's $1T AI Gamble

Joseph Politano · 10 Feb 2026

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  1. America is making a globally and historically unprecedented bet on the success of Artificial Intelligence.
  2. these investments have to pay off both as useful productivity tools for end users and a positive use of expensive compute for infrastructure providers if they hope to accelerate American growth.
  3. Even if the technology succeeds, losing companies-whether they be Microsoft, Google, or Anthropic-could be burned if their customers end up moving en masse to superior models developed by their competitors.

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