In January 2025, the US announced Project Stargate — a $500 billion AI infrastructure commitment from OpenAI, SoftBank, and Oracle. The EU AI Act entered full force in August 2026 with tiered risk-based obligations. China's 2030 AI Plan targets global AI leadership. The global AI industrial policy race is the defining geopolitical competition of the decade: nations are no longer debating whether to intervene in AI development — they are competing on the scale, speed, and strategic targeting of that intervention.