The only possible achievable competition goal for US in AI is in building skynet. Boiling the oceans to obtain pure fascist oligarchist supremacy over Americans and pro Israel opinion in the world, far more than military targetting or weapons production supremacy advantages.

There is zero chance long term of having the power infrastructure to support AI/datacenters in the US, and zero chance of extending AI into manufacturing dominance. China's manufacturing supply chain, and abundance instead of tariff scarcity, makes it impossible for them to lose their edge to anyone unfriendly to China. Models that are less than 2 months, and closing, behind, and massive south east asia datacenter development that provides 90% of local frontier US model traffic consumed in China, makes US Oligarchism's national security pretense a farce.

US is collapsing late stage nazi colonial economy, and geopolitical AI is not even the last bastion to put all eggs in a basket for, it is a direct tool to pillage the US/colonies for oligarchy during accelerated collapse.