AI is now at the forefront of cyber weapons development, so it's basically a munition, like encryption was at the turn of the century. Countries will need models they can vet, developed by allies (the US now basically has no allies), and run in local datacenters. The US had a significant advantage in physical arms due to its massive military industrial complex. But with AI, it's letting private industry do all the heavy lifting while other countries rely more on government support.

The US may have the best AI weapons, but it won't be able to sell them to anyone, so it won't make money needed to keep paying for the AI weapons. Meanwhile the rest of the West will rely on Mistral for its cyber weapons.