The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead | Fortune0

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• August 4, 2026

The global AI debate often fixates on models: Which ones are faster, which ones can do more, which ones are cheaper. The prominence of low-cost systems from China, like those from DeepSeek, z.ai, and Moonshot, has sharpened this focus, suggesting a narrowing gap with U.S. leaders. The rise of these brilliant, cheap AI models diverts