AI isn’t having a ’90s internet moment, it’s more like ’60s personal computing, and it needs one special company to kickstart the revolution


Fresh on the announcement of President Trump’s Action of Action of the AI of President Trump, China has published a global action plan for artificial intelligence, calling for international cooperation on technological development and regulation. The Chinese plan, announced at the annual artificial intelligence conference organized by the State, focused on the way in which China plans to join in the world to promote AI standards worldwide.

It is undeniable that AI will have a significant impact on our economy. But there is always a chance that AI could be another bubble. I experienced the expansion on the internet of the 90s, and the AI is on the pace to be much larger, more disturbing and more impactful. AI has the potential to have an impact on each human being and each company in the world. In order to achieve this and guarantee that Western values stimulate the adoption of AI, we have three big things to resolve before AI can become the “new Internet” which modifies each interaction that we have.

Access to the critical AI infrastructure is hampered by the following fundamental problems: crushing costs, extreme concentration and insufficient capacity. The American action plan Ai The box such as: “Currently, a company seeking to use a large -scale calculation must often sign long -term contracts with hyperscalers – a budgetary extent of most academics and many startups.” In addition, data transfer costs, the costs that a company is faced when it removes its own data from a cloud system, strangles competition by creating artificial barriers that have nothing to do with technical merits.

Part of what made the Internet open to everyone was the TCP / COMMON NTRYThis allows any computer to talk to any other computer. This ability to connect to the outside of the garden (then) closed of the AOL has opened new commercial uses while creativity has prospered and the capacities have improved quickly.

If we want AI to develop and succeed as the Internet, we need global standards and open exchanges that can make access as simple as sending a package from one computer to another. Beijing has already published several action plans which help provide direct subsidies to IA companies and put large sets of data available to national champions through public-private partnerships, providing common approaches to Chinese companies to follow. The Chinese government has announced an exchange managed by the State in the catalog and the calculation of the market. For too long, the fragmented approach to America and the lack of national strategy have risen to definitively yield our current IA leadership. By establishing the standards that will help us stay in advance in AI, we can create the type of market -oriented solutions that will quickly bring the power of the American AI to a larger part of the world’s population.

The 1940s, the 1960s, the 90s and today

Before the Internet, we can look further on the age of the mainframe and the transition to the PC for Insight. In the 1940s, the computing power was so expensive that only governments could afford it, machines the size of a housing room in hangars and associate with universities to access. Today, my pocket phone is more powerful than these first superordinators. What has changed? IBM led the commodification of computer equipment while creating a profitable business. Microsoft and Linux have created operating system standards. These changes have been deployed over the decades, but today’s technology moves so much faster and calls for a faster response to remain competitive.

Today, AI is where IT did in the 1960s – powerful but accessible only to those who have massive resources. We need our own IBM PC revolution for artificial intelligence, with open standards and exchanges, so that we can move as quickly as possible to win the World War for AI.

This change will not only occur by the government’s mandate, and it should not either. It requires market forces guided by open standards that make resources in AI really accessible and interoperable. When companies can easily compare calculation options and move workloads between providers, competition will generate economical prices on the market and improve services. When developers can access standardized AI infrastructure without prior planning months, innovation accelerates.

This approach serves the strategic interests of America. When our allies and adversaries can easily adopt the standards and infrastructure of AI developed in the United States, we strengthen the entire ecosystem of democratic technology. President Trump’s decision to allow China to buy NVIDIA H20 processors helps us in the long term, as it helps to encourage Chinese developers to rely on American technology. When opponents rely on an American technological battery, we gain in influence far beyond what export controls can reach while promoting our democratic values.

The government has a role here to ensure that the markets work competitively. Strategic calculation reserves could provide emergency capacities during crises, similar to our strategic oil reserve. Supply policies can prioritize small and medium -sized enterprises rather than concentrated providers, in particular government purchases. The development of standards can prevent the type of fragmentation which has historically hampered American technological leadership.

It’s time for rapid action.

President Trump has promised to keep America “the hottest country” of technology and its AI action plan positions us to succeed. China has a plan on which they have been working for years. Offering AI promise for the Western world not only requires government commitment to leadership, but also the creation of market conditions where American innovation can flourish – open, competitive and accessible to all those who are ready to build the future.

The opinions expressed in the Fortune.com comments are only the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.

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