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The Global Race For Compute
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The Global Race For Compute

Forbes · Jun 22, 2026, 10:06 PM

Key takeaways

  • Energy The Global Race For Compute By Nili Gilbert,
  • Forbes contributors publish independent expert analyses and insights.
  • Governments Are Taking AI Into Their Own HandsOn June 12, the U.S. government suspended foreign access to Anthropic's two most capable AI models under export control authority.

Energy The Global Race For Compute By Nili Gilbert,

Forbes contributors publish independent expert analyses and insights. Nili Gilbert is an investor focused on energy, AI and geopolitics.Follow Author Jun 22, 2026, 06:06pm EDT--:-- / --:--This voice experience is generated by AI. Learn more.This voice experience is generated by AI. Learn more.Summary AI is now a critical national strategic asset, prompting governments worldwide to adopt industrial policies rather than relying solely on market forces. The U.S. suspension of foreign access to Anthropic models vividly demonstrated the risks of external control, making AI sovereignty a paramount concern. Yet, global interdependencies in critical supply chains mean true national AI independence remains elusive for all, transforming the AI race into a complex, multi-faceted competition involving interconnected systems and numerous global players.

Governments Are Taking AI Into Their Own HandsOn June 12, the U.S. government suspended foreign access to Anthropic's two most capable AI models under export control authority. For the millions of international users and institutions building systems on models owned by American companies, the message was immediate and clear: in the AI era, systems you do not control can be taken away. The race to control AI compute has become impossible to ignore, and governments are concluding that markets alone cannot be left to decide the outcomes.

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