Two developments are unfolding at once: artificial intelligence systems have begun to produce genuine research-level mathematics, and the United States is weakening the pipeline that produces humans capable of understanding what such systems are doing. This essay argues that, taken together, these developments amount to a strategic error. Mathematical capacity, which is the trained ability to verify, interpret, and challenge mathematical reasoning, is not a byproduct of theorem production but a form of infrastructure, built over generations by institutions that cannot be reconstituted on demand. Drawing on the May 2026 AI disproof of a longstanding Erdős conjecture on the planar unit distance problem and on recent disruptions to federal support for the mathematical sciences, the essay makes the case for treating mathematical capacity as a strategic asset on a par with semiconductor capability. It further proposes, among other measures, that AI systems performing consequential reasoning be required to expose their decision-critical claims in formal, machine-checkable form, converting part of AI reasoning from opaque persuasion into auditable structure.