ME AI message, Reuters Breakingviews focuses on the power centers that are shaping the AI boom, and notes that artificial intelligence relies on two key elements: electricity and silicon. The commentary emphasizes that the trajectory of AI development is influenced not only by private companies, but also by decisions made by governments regarding chip exports, data center approvals, and how to respond to network attacks involving runaway AI agents. What makes the article especially noteworthy is that it views AI as an industrial and geopolitical system rather than merely a software trend. As investors, policymakers, and cloud service providers increasingly compete around compute power, energy, and the hardware supply chain, this perspective becomes particularly important. The analysis suggests that the next phase of AI growth will be largely determined by infrastructure and regulation, whose significance is no less than that of model quality. (Source: ME)