U.S. Initiative Intensifies AI Competition
4 Articles
4 Articles
In recent weeks, what seemed like a distant rival in the U.S. rearview mirror proved to be a very tough competitor in the race for the domain of artificial intelligence (AI). By launching four impacting models and inaugurating a new global governance body for AI, China made it clear that hegemony in this new technological frontier is disputed between two poles. Exclusive material for subscribers. To have full access, access the link of the subje…
In a working paper published in July 2026, the economist of the Bank for International Settlements, Phurichai Rungcharoenkitkul, modeled the construction of artificial intelligence infrastructures as a race, a "contest" within the meaning of economic theory, in which some dominant positions capture the bulk of the gains.56 His central thesis is that the race to the AI "creates a fragility that the mine itself". The graph below, extracted from th…
U.S. Initiative Intensifies AI Competition
America’s Gold Eagle framework is fragmenting global technology, accelerating the securitization of AI and pushing the world closer to a new kind of technological cold war—one that threatens to make AI a source of permanent global conflict rather than a shared tool for collective progress.
The competition between the United States and China for leadership in artificial intelligence has ceased to be a restricted race to the laboratories of major technology companies. Washington and Beijing have started to organize international networks around their own ecosystems, in a dispute involving semiconductors, critical minerals, data centers, AI models and the rules that can guide the use of technology. On the one hand is Pax Silica, an i…
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