Sphere Semi CEO @StevenGlinert argues the next Cold War may be fought over AI infrastructure, with the US and China competing to pull countries into their technology stacks: "The US should be cohesive and competent in policy. You're in the club. You can't buy Huawei. You gotta buy our chips. You gotta use Amazon. We're gonna impose governance over how you build out your AI infrastructure. And then we give you access to the models right away." "We need to be aggressive to keep countries in the…