The US Is Winning the AI Race in the Most Important Arena: Commercialization

The key metric of the AI race goes beyond model performance to commercialization, and the US is securing a competitive edge through this.

The US's Overwhelming Ecosystem OpenAI and Anthropic are rapidly commercializing their models through tools like agents, Codex, and Claude Code. The US simultaneously holds not only chips and power but also hyperscalers like AWS, Azure, Google Cloud, as well as powerful data and distribution platforms like YouTube, Microsoft 365, GitHub, giving it the ability to instantly penetrate new models to users worldwide.

Differing Regional Strategies

• China: DeepSeek's strategic value is focused less on commercial revenue and more on breaking away from Nvidia dependence and shifting inference to domestic supply chains such as Huawei Ascend.
• Europe: Despite possessing engineering talent and data centers, it lacks the cloud and software ecosystem needed to integrate models into actual workflows and products, deepening the gap with the US.

The Future of Infrastructure and Security Cloud scale and data reach are more decisive competitive factors than simply cheap power costs. Furthermore, AI will likely become closely intertwined with cybersecurity going forward, and as seen in Anthropic's Mythos case, 'Security by Obscurity' through closed stacks is likely to become a core strategy in national security and defense sectors.