A Carnegie Endowment for International Peace paper by Alasdair Phillips-Robins, Teddy Tawil, and Sam Winter-Levy argues that democracies must build shared AI infrastructure to maintain a geopolitical edge over authoritarian competitors such as China. Their financial modeling finds that delays in data-center construction cost roughly $550 million annually in lost value per project, leading the authors to recommend permitting reform, grid modernization, and international coalition-building over costly subsidies.
