The AI race is no longer just about building better models. As competition shifts from scientific discovery to deployment, success increasingly depends on computing power, advanced semiconductors, physical infrastructure, and markets large enough to justify the enormous investments they require.

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31 July 2026

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Project Syndicate

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https://www.project-syndicate.org/onpoint/ai-has-made-infrastructure-matter-again-by-antonin-bergeaud-and-robin-rivaton-2026-07?utm_source=Project%20Syndicate%20Newsletter&utm_campaign=2d45bcf8ba-Sunday_Newsletter_2026_08_02&utm_medium=email&utm_term=0_-68840aea92-107147833

This Blog is published under the centre's Growth programme.

This publication comes under the following theme: Technology adoption and diffusion