This piece argues the US economy has become a highly leveraged bet on AI dominance over China, noting that AI-related data-center spending accounts for roughly half of US business investment and that AI companies made up over 40% of US equity-market value even before expected trillion-dollar IPOs from OpenAI and Anthropic. It states 85% of the S&P 500’s 2026 gains have come from AI companies, framing this concentration as a geopolitical and economic risk.
