The world's AI ambitions are currently tethered to the U.S.-built cloud. Can the U.S. keep it that way?
Illustration by Nate Kitch
Two years ago, the Biden administration fired the first shot in the great AI arms race of the twenty-first century. By announcing sweeping export controls on October 7th, 2022, the U.S. government leveraged American companies’ strength in semiconductors to block China’s access to the most high performance chips — those used in training and running advanced AI models.
The stated goal was to prevent U.S. chips from aiding China’s military modernization, but given the transformatio
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