Gerstner argues AI has become the leading edge of sovereign battles over trade and national security.
“AI, over the course of the last twelve months, has gone from an interesting technology to literally the leading edge of where we're battling with global sovereigns over trade, national security, national economic interest.”
Gerstner warns low-cost power enables larger AI infrastructure, creating strategic risk if China leads nuclear.
“Because if you are the low cost power provider in the world, right, then you're going to be able to build bigger data centers that power bigger AI clusters, etcetera.”
Gerstner compares AI buildout to Manhattan Project, calling it both national and economic security imperative against China.
“We are in a global AI race with China. This is like the Manhattan Project. We have to build out compute. It it's a it's not only a national security imperative.”