| Editor’s Note: Legendary forecaster Porter Stansberry and acclaimed tech investor Jeff Brown have recorded what may be the most important AI briefing of the year.
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 drafted next 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 the end.
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. | 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 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 the no-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.
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-production now…
And the two little-known American companies 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. |  | Good investing,
Porter Stansberry | | | | | If you no longer wish to receive this offer, please click here to unsubscribe. | |
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