Strategic Map of AI – July 2025 Edition

If you want to understand why, in the next decade, all top AI players will desperately try to move up the stack, towards infrastructure, a quick reminder that empires are built on the infrastructure layer.

Indeed, the race for AI dominance has become a battle for complete stack control, and the latest moves show which empires are rising and falling.

A month ago, I published the Strategic Map of AI for the first time.

I’ll keep updating it based on the latest developments in the AI market.

And this is where we are today.

The Iron Law Returns: Infrastructure Builds Empires

Every great empire in history was built on infrastructure.

Rome’s roads enabled military conquest and trade.

Britain’s railways powered industrial dominance.

America’s highways created economic hegemony.

Today, we’re witnessing the same immutable principle play out in the digital realm. Still, with a crucial difference: the infrastructure isn’t physical roads or rails, but computational power, AI models, and data pipelines.

The post Strategic Map of AI – July 2025 Edition appeared first on FourWeekMBA.