Comment by 0xbadcafebee

They are a commodity - but also cyber weapons. Warmongering nations are now in an arms race to have the best AI so they can have superior cyber weapons, intelligence capabilities. But they don't want to pick just one lab, they want multiple AI defense contractors to compete over contracts.

As the US sold weapons to many nations in the past, so will China, the US, France, etc sell AI cyber capability to other nations. Likely every modern nation will need some datacenter to host a cluster of the preferred vendor, as nobody's going to trust the US or China with their security.