The AI race is now about who owns the rails
YvesMulkers · x · 2026-07-20
The author says this week’s AI narrative has shifted from “who has the best model” to “who controls the rails underneath it.”
They contrast building infrastructure with renting it, pointing to China’s 29-nation AI bloc and Microsoft’s $42B quarterly AI bill as signs that the real competition is now about compute, infrastructure, and control of the stack.
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