By
Cheryl Teh
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Satya Nadella says that the US remains competitive because of "rich ecosystem" its built that keeps it winning.
Nadella claims US AI lead rests on ecosystem trust—Chinese models (Kimi K3, DeepSeek) run on US hyperscalers, enabling US control. For CTOs, AI is now a governance question; vendor stewardship and infrastructure ownership outweigh model cost in stack decisions.
By
Cheryl Teh
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