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The article explores whether quantum computing is becoming a near-term AI infrastructure layer or remains a 5-10 year strategic bet, discussing federal support, big tech involvement, and potential first commercial use cases in optimization, chemistry, cybersecurity, and drug discovery.
The article argues that US leadership in AI commercialization is decisive, driven by integrated infrastructure from chips to cloud and data platforms, while China lags in commercial reach and Europe struggles without cloud giants.
Microsoft has invested in and partnered with OpenAI to support the development of beneficial AGI, with Microsoft becoming OpenAI's preferred partner for commercializing pre-AGI technologies. The partnership aims to fund the massive computational resources required while keeping OpenAI focused on its core research mission.