US-China AI Rivalry Intensifies Amid Strategic Partnerships and Technological Developments
The competition between the US and China in artificial intelligence (AI) is escalating, with significant implications for global supply chains and economic security. The US plans to clarify strategic positions among its partners regarding participation in AI initiatives led by both nations, potentially affecting collaboration frameworks.
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The US is preparing to redefine cooperation boundaries in AI, seeking to exclude countries engaged in initiatives conflicting with its objectives. This strategy follows the launch of Pax Silica in December 2025, aimed at strengthening supply chains for critical technologies, with 35 signatories, including Australia, Japan, and Kazakhstan.
Meanwhile, China has established the World Artificial Intelligence Cooperation Organization (WAICO), promoting an alternative governance model to engage emerging economies. The growing overlap between US and Chinese frameworks indicates a potential geopolitical segmentation in AI, where critical minerals and semiconductor supply chains become key competitive elements. This situation could lead to the emergence of opposing ecosystems influencing global technological governance.
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