# avkcode.github.io/blog

avkcode's GitHub Pages blog. Short essays on AI industry economics and geopolitics — who's winning, why the scorecard most people use is wrong, what the actual decisive layers are (chips, power, cloud, data, developer ecosystems). Reads as policy-flavored industry analysis from someone watching the infrastructure side.

## Ingested articles

- [[avk-us-ai-race]] — The US is winning the AI race where it matters most: cloud and data, not papers or engineer counts; with the electricity price table, the European catch-up math, and a weaponized-AI postscript