CFTC chair just dropped a banger take: if America wants to win the AI race, gotta dominate compute markets first
Not wrong tbh. Compute = power in the AI game. More chips, more training, more dominance. It's literally that simple
This is why $NVDA been printing money and why everyone's scrambling for GPU capacity. Nations aren't just competing on models anymore - they're fighting over who controls the infrastructure
China's building their own chip fabs for a reason. EU's throwing billions at semiconductor subsidies. And now US regulators are saying the quiet part out loud
Compute sovereignty = AI sovereignty = economic sovereignty in 2025
Wild how fast this shifted from "cool tech" to "national security priority" but here we are
Not wrong tbh. Compute = power in the AI game. More chips, more training, more dominance. It's literally that simple
This is why $NVDA been printing money and why everyone's scrambling for GPU capacity. Nations aren't just competing on models anymore - they're fighting over who controls the infrastructure
China's building their own chip fabs for a reason. EU's throwing billions at semiconductor subsidies. And now US regulators are saying the quiet part out loud
Compute sovereignty = AI sovereignty = economic sovereignty in 2025
Wild how fast this shifted from "cool tech" to "national security priority" but here we are