AI Supremacy Will Dictate the Balance of Power

Experts are predicting a seismic shift in AI spending and technology...

Annual investments in data centers – the backbone of AI infrastructure – are expected to soar... from $300 billion to $900 billion by 2027 worldwide.

On the tech side, autonomous agents are expanding the limits of AI... These agents are like chatbots, but more specialized and powerful. They're trained for specific tasks... like conducting deep research, designing coding solutions, and pinpointing cybersecurity threats.

Companies, and entire countries, are working around the clock to develop and implement AI agents. In short, this technology is fueling a major geopolitical transformation.

Nations are scrambling to secure their positions in the AI-driven future. And the U.S. is emerging as a key player...

Federal funding, Department of Government Efficiency ("DOGE") mandates, and corporate initiatives are all cementing its leadership in advanced AI technologies.

Today, we'll dig deeper into this transformative era. Specifically, we'll show how the U.S.'s public and private AI investments could dictate the balance of power... and secure its dominance as a global tech powerhouse.

America has a long history of tech leadership. And its approach to AI is no different...

The U.S. currently holds about 70% of global AI compute – the resources needed to perform AI tasks. And it's quickly adopting this technology for a range of uses... including infrastructure and cybersecurity.

DOGE is leading this effort on the public side. It's recommending that federal agencies funnel billions of dollars into defense, research, and industry applications starting this year... all to secure U.S. dominance in advanced AI systems.

And the private sector is starting to take notice. Companies like Nvidia (NVDA) and Microsoft (MSFT) are gearing up to capitalize on this massive AI shift...

Nvidia's graphics processing units power much of the AI infrastructure. And Microsoft's cloud-computing platforms are essential for scaling AI applications​​.

As demand for advanced chips and cloud services explodes, these firms are racing to bolster their AI capabilities. Newer entrants are also carving out their niche... by improving data-center efficiency and enhancing AI solutions.

 As AI reshapes entire industries, it also offers some caveats...

Earlier, we noted that autonomous AI agents are performing highly advanced tasks once reserved for humans alone.

Yet these systems aren't perfect. And they cost a lot... Depending on their complexity, AI agents can range from tens of thousands to hundreds of thousands of dollars to operate. But, like most technology, they'll get better and more efficient over time.

By early 2026, AI could help streamline operations and cut costs for companies across most sectors​.

Areas like technology and finance are likely to be "early adopters." But even more unexpected sectors like energy and real estate will find ways to use AI in the next few years.

Now, the AI revolution isn't a fully smooth course. It will fuel market volatility. And many firms will stumble under the weight of overhyped promises.

But there's no denying that the U.S. is setting the stage for worldwide AI dominance... And we're not just talking about profits. AI is reshaping the future of work, cybersecurity, and global influence.

 For investors, this poses an opportunity and a challenge...

You must separate genuine innovation from the hype.

That's a tall order, particularly with so much economic uncertainty today. It's easy to get distracted by headlines about tariffs... trade wars... and the resulting volatility.

And while the markets are in "panic mode," they're missing a much bigger AI story – one that hardly anyone is talking about.

Right now, no one embodies AI adoption like Elon Musk and his DOGE agenda. We're almost 100 days into that project. And very soon, we expect Musk to launch the next phase of his master plan... what we're calling "DOGE Phase II."

This rollout will have near-instant implications for the stock market. It's unlike anything we've ever covered before. And by the time most folks catch on, the biggest gains could already have been made.

My colleague Rob Spivey and I are going "live" tonight at 8 p.m. Eastern time to share what we're seeing... and how to position yourself before the government's crucial May 1 deadline.

This is your chance to be a part of the DOGE Phase II story from the very start. It will blindside just about every investor in America... but you don't have to be one of them.

Save your seat for free right here.

It's tempting to throw your money at any so-called "AI leader." But top AI users, including the U.S. government, are looking for companies that both ride the wave and shape its direction.

That's what investors should be looking for, too.

Regards,

Joel Litman
April 24, 2025