Political analytics and forecasts Partly open
How China Defeated America: The AI Trap and the Strategic Trap of the 21st Century
In 2026, four American corporations will invest up to $630 billion in artificial intelligence infrastructure—a 62% increase over last year’s record. At the same time, Chinese labs are making comparable models freely available and selling access to them at one-tenth the price. Let’s break down the mechanics of this trap: who’s footing the bill for the race, why data centers are turning into debt traps, and how this will play out for the dollar.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.
