AI chips

Facing the challenge from China, U.S. technological leadership in the century ahead requires a focused and disciplined strategy coordinated with allies.

The conversation about AI and national security must expand beyond semiconductors and model weights to encompass the outputs those technologies enable.

Selling American chips alone will not create a lasting “addiction,” but it will provide China with the building blocks for AI competitiveness.

Recent major U.S. chip export deals with the Gulf mark the emergence of a new powerhouse in the AI race.

The Biden administration's AI diffusion rule is another salvo in the United States' escalating AI competition with China.