FrameTheGlobe and The Ren Way
This investigation examines how two fundamentally different strategies for AI dominance are reshaping the global order. The United States pursues frontier artificial intelligence capability while maintaining control through federal gatekeeping, export restrictions on semiconductors, and contractor-mediated deployment. China pursues sufficiency in capability while saturating the world with accessible, affordable, integrated AI infrastructure that makes dependence on Chinese systems a matter of practical necessity rather than political choice.
By February 2026, the outcomes of these competing strategies were becoming visible. But Western media coverage remained fixated on benchmark scores and model comparisons, missing the more consequential question: whose infrastructure will the world’s developing economies actually depend on? The answer to that question is being determined now, through decisions made in countries across Africa, Southeast Asia, and South Asia. Once locked in, those decisions will shape the boundaries of technological sovereignty for decades.
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