The Great Decoupling: A 2031 Roadmap for the Global AI Infrastructure War

ernie December 26, 2025

China’s 2031 roadmap, fueled by domestic EUV and “CUDA Killer” stacks, threatens Western AI dominance. Meanwhile, Google’s $4.75B leap into energy infrastructure signals a massive shift: the battle for AI will be won at the wellhead.

The Rise of China’s CUDA Killer

ernie December 26, 2025

By 2030, China’s “Manhattan Project” is predicted to deliver domestic EUV lithography and a unified software stack. This sovereign infrastructure aims to render Nvidia’s CUDA moat irrelevant, creating a parallel AI superpower ready for massive global export.