TECH NEWS
The AI Race Is Becoming a Race to Turn Capability Into Power
GOAI Weekly Sensemaking — Week Ending 25 September 2026 Executive Takeaways * The dominant strategic signal this week is that the AI race is becoming a governance-and-conversion race. Frontier capability continues to improve and become cheaper to deploy, but strategic advantage increasingly depends on whether states can govern, industrialise, secure, and operationalise