We need to control our own AI infrastructure to define our culture and manage the information space effectively.

The United States currently leads the world in AI, but we are witnessing a shift towards what I call 'foundation model diplomacy', where nations are redefining their AI strategies.

Saudi Arabia plans to build a local AI platform called Humane, aiming for the majority of AI workloads to run locally, marking a significant shift from the cloud era.

Countries are seeking infrastructure independence to develop their own AI models, allowing them to shape their future without reliance on other nations.

The investment in AI infrastructure by nations is substantial, with estimates ranging from $100 billion to $250 billion for cluster buildouts, indicating a dramatic shift towards sovereign AI capabilities.

The rise of sovereign AI reflects a historical pattern where the control of technology and data centers translates into significant geopolitical power.

The term 'AI factories' is being used instead of 'AI data centers', highlighting a shift in how nations perceive and brand their AI infrastructure.

AI models are not just computational tools; they embody cultural values and norms, influencing public opinion and societal values significantly.

Countries are increasingly aware of the need to control the outputs of their AI systems, as these models can shape educational content and public discourse.

Just as oil was crucial during the industrial revolution, control over AI technology will be essential for nations to build their industries and maintain sovereignty, as AI data centers are akin to oil reserves that can be constructed with sufficient investment and willpower, forming the foundation for future AI advancements.

The United States currently leads in AI, but maintaining this leadership will be challenging as nations develop their own AI capabilities.

Complete centralization of AI technology is unlikely; instead, a balance of leadership and strong alliances with technologically capable allies is essential.

The historical analogy of the Marshall Plan illustrates that supporting allies in AI development can create beneficial trade relationships and prevent adversaries from gaining influence.

The U.S. must choose between fostering a collaborative approach to AI, akin to the Marshall Plan, or risk allowing adversaries like China to dominate the global AI landscape.

Centralized government control over AI strategy is unlikely to succeed; a dynamic ecosystem of competing companies is necessary for innovation.

Government can play a positive role in AI by funding fundamental research and establishing effective regulations, but it cannot dictate the entire AI landscape.

The emergence of models like DeepSeek has shifted the global AI landscape, demonstrating that countries can quickly catch up and compete with established leaders.

The future of AI diplomacy will revolve around the idea of foundation model diplomacy, where nations seek to avoid digital colonization and assert their own cultural identities.