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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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      "text": "US computational performance is 9x China's and 17x the EU's. This creates a self-reinforcing cycle where compute advantage drives breakthroughs that attract more investment.\nBy 2030, the leading AI supercomputer could require 2 million chips, $200 billion, and 9 GW of power (equivalent to nine nuclear reactors), making power grid capacity rather than chips or capital the likely binding constraint.\nThe 40% → 80% private sector shift limits academic compute access and reduces government visibility into AI development, as companies can afford $7B systems while government projects max out at $600M, creating both a research bottleneck and a policy blindspot.",
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      "text": "The US controls ~75% of global AI supercomputer capacity with 850,000 H100-equivalents compared to China's 110,000. What's more, the concentration of compute power has shifted from public to private hands, with companies now controlling 80% of AI supercomputers (up from 40% in 2019). Despite this massive compute advantage and export controls, China is consistently shipping very capable open weight models - more frequently and across the spectrum of modalities.",
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