Artificial intelligence may define the next era of global innovation — but its success depends on something foundational.
In a new op-ed in National Review, NCTA President & CEO Cory Gardner writes that America’s ability to lead in AI will ultimately depend on the infrastructure, policies, and innovation ecosystem that support it.
Drawing a parallel to earlier technological change, Gardner notes that just as farmers in the 1930s resisted moving from horse-powered machinery to tractors, “AI is today’s tractor. But unlike the 1930s, when leadership in the technological revolution was determined by who built the flashiest and best-marketed models, winning the AI revolution will be determined by who builds and protects the infrastructure that makes AI possible in the first place.”
Connectivity is the backbone of AI
AI runs on enormous amounts of data, and that data must move across powerful broadband networks.
Gardner highlights the critical role that cable and connectivity providers already play in building that foundation. Over the past two decades, the industry has invested more than $355 billion in broadband infrastructure — including $26 billion last year alone.
As a result, nearly 90% of Americans can access gigabit speeds from cable providers, while the cost per megabit has fallen 98%.
These faster speeds and lower costs have helped move AI tools beyond research labs and into homes, classrooms, and businesses across the country.
Smart policy will determine success
Infrastructure alone isn’t enough. Gardner writes that policy choices will shape whether the U.S. can fully capitalize on AI’s potential.
He points to President Trump’s Genesis Mission executive order, which lays out a national vision for winning the age of artificial intelligence. But realizing that vision will require policy stability, continued research investment, strong intellectual property protections, and workforce development.
A fragmented, state-by-state regulatory approach could slow innovation at the moment the country needs it most.
“In the United States of America, AI opportunity shouldn’t depend on your zip code,” Gardner writes.
