The US is winning the AI race where it matters most: commercialization

giancarlostoro

One interesting thing that Anthropic did was putting their stack on the various cloud providers, I wonder if they'll put it on GCP and Azure next since they've put it into AWS first at a level we have not seen a major AI provider do to date. Your company can have their own Claude stack just like an ELK stack on your cloud, if they can do this for both Azure and GCP then OpenAI has to really catch up. In my eyes I would rather use the AI I can run on my own paid infrastructure, so if there's an outage its isolated, or I could potentially have a different region / DC to fallback on. I'm still surprised that neither Microsoft nor Amazon have made their own models available on their cloud offerings. I guess Microsoft probably does have Phi on there, but it's not front and center, especially with something like Copilot for Devs (seriously Microsoft rebrand that damn thing to be clear what you mean by Copilot!) where they could use the cheaper compute by using something like Phi.

boxed

Hopefully it's a race worth winning and not a race to global disaster.

axblount

"Methinks the lady doth protest too much"

ConceitedCode

I feel like the much simpler explanation is that the US is winning because it's dumping the most money into it. By a very large margin.

greesil

The whole country? Really?

thepasch

Article title: “The US is winning the AI Race” Article content: “The US are capitalizing on AI the best” A lot of assumptions there that no one can actually verify as true right now. If commercialization into rent-seeking SaaS landscapes is the endgame, then yeah, the US is winning the AI race. If individualization, local LLMs, and consumer hardware are the endgame, China is winning the AI race. If it’s something entirely different - if LLMs are the wall and research is what grants the next breakthrough, or if compute and memory requirements take a dive, or whatever; then we have no idea who’s winning the race because that stuff is mostly happening behind closed doors.

pj_mukh

Yes, and it's doing so primarily because of immigrant nerds, H1B's and F1 bros who chose America and may not have this avenue in the future. Potentially, making this the last race USA wins.

mikece

I feel like the title of this post should have "for now" appended.

1a527dd5

I mean you can argue the same about Telsa, but look at BYD now. Just because you are first to do x, doesn't mean you are going to be the winner.

jryio

I'm glad we went to space, truly. Racing the USSR might have been the wrong reason but it got us there. We've benefited immensely as a species from exploring the solar system and looking deep into the universe. I'm not certain that racing China in AI is the right reason but it might get us... somewhere.

diego_moita

> Winning the AI Race Which one of them all? If you mean "building models that are very good at coding and as substitutes for search engines", then yeah, sure. But if you mean: "applying AI to industrial applications and robotics", then China is far ahead: https://time.com/7382151/china-dominates-the-physical-ai-rac...

krzyk

This sounds like an ad for US than anything else. Does any of the US companies earn money on LLMs? No, they bleed money. Github Copilot is switching to token based pricing, which will be costlier than hiring juniors. Anthropic also is switching enterprises to token based pricing from their subscription one. From the big three only Codex is still in somekind of subscription pricing, but they'll shift eventually (usage limits are a kind of that, but they have them less stricter than Claude ones) There is one winner in this race - China. Trump with his agendas and wars makes it even more likely that China will lead this new market.

lorecore

It’s certainly too early to call (if you must view this as some sort of adversarial competition). The US is behind on local models, the future for anyone who cares about privacy. There may be step change innovation yet to come that completely shifts the landscape. There’s basically no switching costs to users to change models. They have no lock-in.

hmmmmmmmmmmmmmm

so much winning https://layoffs.fyi/

tsunamifury

As an American, we may be winning this race but we are still struggling to define why this is the race to win. The cost of winning this race has been telling our citizen s we will replace them with robots and there is no hope for their children’s future employment. The cost has been destroying trust as we tell citizens water and power should go to server farms and not them. The cost has been naked power telling democracy it’s wrong and dying I think when we discover the limits of LLM tech and tally its benefits over its cost — we may regret this win. But don’t let me contradict a bunch of fake techno oligarchs wrapping themselves in war like patriotism to get the investments they need to keep this going.

testfrequency

How about the obesity and fall of democracy race?

hansmayer

What does the term "AI race" even mean, beyond wooing clueless VCs and soon retail investors ? It's not like the LLMs are some super-secret technology. Any economy willing to sink in copious amounts of money and resources can get it to some level - the question, what's the actual payoff? We have yet to see anything really useful, on the level of step change, besides Johnny who can now spin up demo projects quicker.

Igrom

Flagged for AI content: I hope this submission dies and the user is penalized (look at their submission and comment history!), because IMO the article does not belong on the front page. Quick polemic: >The US is winning the AI race where it matters most: commercialization If you ask me, one could name different criteria for winning, and commercialization would not be the first thing to come to my mind: https://english.www.gov.cn/news/202604/15/content_WS69df29e6... https://fortune.com/2026/05/03/chinese-court-layoffs-workers... https://www.reuters.com/world/china/china-moves-regulate-dig... > It also owns platforms that generate and organize the data of the AI age. YouTube is a video corpus. Google Drive and Microsoft 365 sit inside daily office work. GitHub sits inside software development. Yeah, okay. China does not have any platforms nor data.

embedding-shape

> The US is winning the AI race where it matters most: commercialization. puke Yeah, go ahead and run your country into the ground because of hypercapitalism and hypercommercialization, you're almost at the end game now! While the rest of us try to figure out how to actually build societies worthwhile to live in and experience, with healthcare and not waging war on our neighbors. I don't know how people can seriously publish stuff like this and not feel like they're actively trying to make the world worse. Is money really the single thing y'all can focus on? Is there nothing better in life you can chase, even if it's also a number? So sad to see stuff like this.

yalogin

Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise. If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to provide good reliable service and not turn it into a mafia style negotiation, then winning the AI war is not helping the U.S. countries as much as it potentially can. It’s probably a good thing for more capable areas like Europe which may develop their own tech stack. In a weird way because the AI stack is so expensive, China helps the world much more than the U.S. with their really capable open source model.