15 May 2026

Who Will Make Money on AI?

Center for a New American Security | Geoffrey Gertz and Emily Kilcrease
Global competition in artificial intelligence (AI) technology drives significant strategic and economic considerations, particularly concerning which entities—nations, corporations, or specific sectors—are poised to capitalize financially on its development and deployment. An analysis from the Center for a New American Security on this topic would typically explore the implications for national security, economic power shifts, and technological leadership. Key areas of discussion often include the role of government investment, private sector innovation dynamics, intellectual property ownership, and the complex global supply chain for AI components and specialized talent. Understanding the financial incentives and profit centers within the AI ecosystem is crucial for policymakers to formulate effective industrial strategies, foster domestic innovation, and mitigate risks associated with foreign technological dominance. This strategic perspective would delineate potential winners and losers in this evolving technological race, impacting future geopolitical alignments, defense capabilities, and the overall balance of power. Identifying the economic leverage points in AI is essential for maintaining a competitive edge and ensuring long-term national security interests.

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