A Big Bang Is Coming for Artificial IntelligenceAnd the fallout will reshape Big Tech, national security, and the American government itselfArtificial intelligence is exploding so fast that even the companies building it admit they cannot control what happens next. The public sees the shiny side of AI. Search engines that talk back. Photo editors that turn families into Christmas card masterpieces. Chat interfaces that feel like digital companions. But behind the curtain, a storm is building that Big Tech does not want you to notice. For the first time, prominent industry leaders are sounding alarms that the economic engine behind AI is unstable. They are talking about unrecoverable spending, power requirements that outstrip national grids, and an arms race that no private company can win. And the bottom line is this. When it detonates, the United States government will not be a spectator. It will be forced into the center of AI control, not because it wants to, but because national security will demand it. Let us walk through what the insiders are whispering. Part One: The Spending Spiral No One Can JustifyOver the past eighteen months, AI companies have poured historic sums into data centers, GPU clusters, and power contracts. OpenAI and Microsoft have committed to long-term projects that total well over one trillion dollars. Google is racing to build global hyperscale sites. Amazon is transforming its cloud footprint to support models that double in computational demand every year. IBM’s CEO bluntly said there is “no way” these companies can ever make this money back. Anthropic’s leadership has accused the entire industry of “YOLO spending” billions on systems whose economic value has yet to materialize. Even Google is now exploring solar-powered data centers in outer space because Earth-based energy cannot keep up. This is not a thriving marketplace. The cost of AI is growing exponentially. That is the mathematical definition of a bubble. Part Two: The Hidden Crisis No One Wants to AdmitUpgrading to each new generation of models is not just expensive. It is crippling. A single frontier model can require:
Even if Big Tech were to merge into a single mega company, the numbers would still not work. The spending outruns the return. That is why smaller AI firms are collapsing. That is why consumer hardware companies like Crucial are shutting down entire product lines to feed the AI beast. That is why Meta is cutting the metaverse loose. Every resource is being vacuumed into AI. The industry insiders see the wall coming. Part Three: When the Bubble Pops, the Government Will Have No ChoiceThis is the part the public has not connected yet. AI has already become essential to American national security. The Pentagon relies on it for threat analysis. Intelligence agencies use it for surveillance review, cyber defense, and predictive modeling. Homeland Security uses it to process border data. What’s more, future battlefield systems, missile defense tools, and nuclear command simulations are being built around AI capability. This means the United States government is now tethered to AI the same way it is tethered to satellites, aircraft carriers, and the electrical grid. And if the companies behind AI begin to fail, the government cannot step aside and watch them collapse. The United States would be forced to intervene. Not because it wants control. This is the part most people do not see. A takeover becomes inevitable. Part Four: The Big Bang That Creates a New AI UniverseHere is what the transformation would look like. It will not be a dramatic seizure. It will be a slow absorption.
When the private AI boom collapses under its own weight, a new, government-centered AI ecosystem will form in its place – because it must. This is the Big Bang. The blast destroys the old structure. And whether we like it or not, the United States will become the steward of the most powerful technology ever created. Part Five: The Power Shift That Will Change Everything Paid subscribers get the deep analysis here, so let us look at what happens once the government becomes the anchor holding AI in place... Continue reading this post for free in the Substack app |