
The Myth of the AI Race
Key Points:
- The Trump administration's AI action plan, "Winning the AI Race," frames AI competition as a zero-sum race for dominance, but experts argue the U.S. and China are competing across multiple fragmented domains rather than a single finish line.
- While the U.S. maintains an edge in cutting-edge AI models and computing infrastructure, China is rapidly catching up in practical AI applications and is positioned to lead in embodied AI technologies such as robotics and industrial automation.
- The Trump administration's decision to ease export controls and allow sales of advanced Nvidia H200 AI chips to China risks narrowing the U.S. lead in computing power and may contribute to a bifurcated global AI ecosystem with U.S.-enabled Chinese AI infrastructure spreading internationally.
- The evolving











