America’s lead in AI, compute, and connectivity will define this century—but continued leadership is not guaranteed. China has made AI and microelectronics a national priority, deploying state-directed resources, a comprehensive national strategy, intellectual property theft, and aggressive industrial scaling to close the gap.
The AI+ Compute & Connectivity Summit brought together leaders from government, industry, startups, and academia to tackle one fundamental question: What actions must the United States take to secure global leadership in AI, semiconductors, and advanced networks? The answer is clear: removing regulatory restrictions, rebuilding domestic manufacturing, securing critical infrastructure, and incentivizing private-sector investment in the next generation of computing paradigms and advanced networks.
America’s AI Infrastructure: A Race Against Time
Rapid progress in AI continues to drive a frenzied infrastructure buildout, but the U.S. power grid isn’t keeping up. The nation is facing a gap in power production for AI infrastructure in the tens of gigawatts. Data centers are being planned at an unprecedented scale, but permitting delays, grid limitations, and regulatory choke points are slowing the rollout. Meanwhile, Beijing is actively improving compute efficiency to reduce infrastructure demands, as seen in its DeepSeek model, which suggests a new wave of efficiency gains that could change the competitive landscape. If the United States does not act now, it will find itself boxed in—by technology limitations and by its failure to scale domestic infrastructure.
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