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Op-ed arguing that the U.S. lead over China in AI has largely evaporated, and that Washington must shift from reacting to Chinese breakthroughs to shaping the competitive environment across the full innovation ecosystem.
The Trump administration is considering banning cutting-edge Chinese AI models, which could lock in dominance for US companies like OpenAI and Anthropic, reigniting internal battles over open-source AI access.
Despite public support for US-made AI, many US tech companies are quietly relying on Chinese open-source models like Qwen and Kimi due to lower cost, higher performance, and faster updates. A USCC report shows 80% of US AI startups use Chinese open-source models as foundations, signaling a significant shift in the infrastructure layer of AI.
JPMorgan Chase Center for Geopolitics released a report examining U.S.-China AI competition beyond benchmarks, offering a systemic view of the geopolitical landscape.