Today, America is facing its own Dunkirk moment. Not on the beaches of France,
but across the invisible battlegrounds of computing, energy, semiconductors,
and artificial intelligence.



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Editor’s Note: Legendary forecaster Porter Stansberry and acclaimed tech
investor Jeff Brown have recorded what may be themost important AI briefing of
the year
<[link removed]>
.

With China slashing energy costs, deploying underwater data centers, and
closing the performance gap at stunning speed, Porter and Jeff warn that the
U.S. has entered a “do-or-die” moment.

Inside, they reveal the two little-known American companies they believe
could be draftednext into America’s trillion-dollar AI war effort.

Watch their National Emergency broadcast here
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.

- - - - - - - - -

Dunkirk.

It was World War II’s turning point…

You see, every great struggle has a moment when a nation must finally admit
the truth. Dunkirk wasn’t theend.

But it was the moment Britain understood what the cost of losing would be –
and that any price was worth paying to avoid it.

What happened next determined the fate of the free world: a desperate
mobilization, an industrial rearmament on a scale no one believed possible, and
a national awakening to the reality that losing was now a genuine possibility.
Today, America is facing its own Dunkirk moment.
<[link removed]>
Not on the beaches of France, but across the invisible battlegrounds of
computing, energy, semiconductors, and artificial intelligence.

For the first time in living memory, we can no longer assume we lead the
world.

Because the uncomfortable truth that almost no one wants to acknowledge is
this:

China is rapidly overtaking the United States in the most important
technological race in human history.

And in the past months, the evidence has become impossible to ignore.

Recently, the head of the world’s most valuable company (Nvidia CEO Jensen
Huang) said aloud what Washington has tried desperately to downplay:

“China is going to win the AI race.”

Not could. Not might. Will.

Huang wasn’t talking about ideology, or politics, or values. He was talking
about something far more elemental: energy, infrastructure, speed.

While American regulators are drafting a labyrinth of conflicting
state-by-state AI rules…

China is doing something far more decisive – slashing energy costs for its
tech giants, handing data-center operators effectively free power, and
replacing U.S. hyperscalers with domestic equivalents at an almost
incomprehensible pace.

As reported by Investing.com, Chinese frontier models are hitting 90% of U.S.
performance while spending a fraction of the capital.

And the most audacious move of all… China is sinking entire data centers
beneath the ocean to cool them naturally, bypassing the very bottlenecks
strangling U.S. capacity.

This isn’t innovation… this isn’t the kind of “tech rollout” we’re used to
seeing…
This is wartime mobilization
The kind nations undertake only when they believe the stakes are existential.

And Silicon Valley, for all its optimism and arrogance, has noticed. Because
they understand what this race is really about: Artificial General Intelligence
– the moment machines can think, reason, and adapt as we do.

DeepMind’s Demis Hassabis calls it “a transformation ten times bigger and
faster than the Industrial Revolution.”

Whichever nation reaches that threshold first will hold a structural
advantage no superpower in history has ever possessed. It will reshape military
dominance, economic power, global influence – everything.

It is winner-takes-all.

There is no silver medal.

And the country that falls behind will never catch up.

Those are the unforgiving stakes. This is why (whether you admire him or
despise him) Donald Trump has begun dictating the entirety of U.S. industry,
with unprecedented force.

Most Americans have no idea how far he’s already gone.

They’ve seen the headlines, but not the pattern:

A $20 billion foreign partnership to build data centers on U.S. soil…

Five new AI-chip mega-fabs to avoid (his own!) crippling tariffs…

The half-a-trillion dollar mineral deal with Ukraine…

Anthropic’s $50 billion AI-infrastructure expansion, backed quietly by the
White House…

The resurrection of the Three Mile Island nuclear power plant…

Emergency actions for OpenAI, Oracle, and SoftBank to begin work on the $500
billion “Stargate” project – the largest computing array ever contemplated…

This isn’t policy. This isn’t politics. This is the controlled demolition and
reconstruction of America’s industrial base in pursuit of the ultimate prize:

AI supremacy.

It is a national emergency
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in everything but name – with trillions of dollars being deployed to win the
war to end all wars.

And if you understand what’s happening, you already know the most important
truth of all: when a government pours trillions into a wartime buildout, the
money never disperses randomly.

It concentrates. It funnels. It pools inside a tiny cluster of
mission-critical companies.
Winning The AI War
In World War II, it was Boeing, Ford, GM, and Caterpillar.

Today, it’s the firms building the computing backbone of the AI age.

Palantir, Nvidia, Super Micro Computer.

These are the obvious winners – the ones already drafted. Already priced
accordingly.

But the real opportunity lies with the companies most folks still haven’t
heard of… the ones next to benefit from theno-ceiling AI war spend.

And once you see which firms are being positioned behind the scenes… and
where the gargantuan amounts of capital are migrating… you’ll understand why
Jeff Brown and I have released one of the most important broadcasts of our
careers:

Watch now: America’s National Emergency.
<[link removed]>

In it, you’ll see the full extent of Trump’s wartime AI mobilization… the
hidden energy crisis accelerating the timeline… why China’s lead may already be
mathematically insurmountable unless the U.S. shifts into industrial
hyper-productionnow…

And the two little-known American companies
<[link removed]>
at the heart of America’s AI war effort.

Plus, key details of the comprehensive investing game-plan – Winning The AI
War– Jeff and I created to help you come out on the right side of this epic
battle for AI supremacy.

You are living through what may become the single largest outlay of capital
in human history – and for once, ordinary investors still have a chance to
position themselves before the floodgates open.

If you do nothing, the wave will reshape your life whether you want it to or
not.

If you act early, you could make a fortune from this unstoppable force.

<[link removed]>
Good investing,

Porter Stansberry


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