In some sense all commodities are "important for national security". Generic drugs are important for national security. Computer technology is important for national security. Im not sure what we arguing about. Im saying that AI is good thing to have like other commodity and it should net be one provider worth gazillion money.
Oil and gas is the type of commodity I’d rather it be modeled on, if I had to choose. Something with a lot of competition but an understanding that negative actions can easily affect your bottom line regardless of whether you were the one who took them, so generally better to operate with cooperative competition on the whole.