Tech leaders at the World Economic Forum in Davos are dissecting the US-China AI race, with Liza Tobin of Garnaut Global pointing to America's advantage in compute capacity. Her comments on Bloomberg Tech underscore the strategic focus on infrastructure as the primary battleground for AI supremacy.

The discussion reflects broader market anxieties, as investors assess which nations and companies will control the foundational layers of artificial intelligence. The scale of compute power directly influences development speed and commercial application, affecting valuations across the semiconductor and cloud sectors.

What happens next hinges on continued investment and policy. As the competition intensifies, the race's outcome will shape global supply chains and determine which economies capture the most value from AI's economic transformation, a topic sure to resurface at future forums.