Nina Schick: the US-China AI race is an industrial capacity contest, not a model contest
NinaDSchick · x · 2026-09-18
Nina Schick argues the US-China race for AI superpower status is the defining geopolitical contest of the 21st century — but it is fundamentally about industrial capacity, not models: energy, critical materials, factories, semiconductors, hardware and compute infrastructure.
- Model capability matters but is downstream: without an industrial base, even the best models cannot be trained, deployed or integrated into strategically powerful systems
- Leadership will belong to whoever can reliably secure and scale these foundations
- "You cannot lead from the apex if you are hollow at the base"
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