Unprecedented move: The US plan that will shake the AI market | Weekend Special

The US is embarking on an unprecedented move to plan and build massive server farms spanning tens of millions of square feet, aiming to secure technological and security superiority in artificial intelligence. American tech giants Amazon, Microsoft, Google, and Meta are investing hundreds of billions of dollars in physical infrastructure, defining computing power as a sovereign strategic asset.

The United States is embarking on an unprecedented move to plan and build massive server farms with a cumulative scale of tens of millions of square feet of computing space. At the core of the plan is a clear geopolitical engine that defines the AI competition as a top-tier security interest. The American tech giants, known as "hyperscalers" — Amazon, Microsoft, Google, and Meta — are investing hundreds of billions of dollars in physical infrastructure aimed at ensuring absolute technological superiority in data processing, training AI models, and controlling the global cloud. The US understands that the superpower holding the largest computing power, along with access to continuous energy sources, will dictate the rules of the international economy and security in the 21st century. This step turns physical computing power into a sovereign strategic asset, comparable to oil reserves or strategic weapons. China is not a partner in building the facilities and is subject to severe export restrictions on chips, but it still constitutes a critical link in the supply chain for electricity infrastructure and peripheral hardware, creating a paradox of dependence on a geopolitical rival. The economic and geopolitical implications are extensive, including strain on global power grids and accelerating the transition to nuclear and green energy. The move is seen as the first swallow of a global trend of "sovereign cloud," where countries act to establish server farms within their borders to ensure national security and data independence. From an Israeli perspective, Israel benefits from the growing demand for optimization and cybersecurity technologies, but the global competition for chips could create bottlenecks that hinder local companies.