The United States and China are locked in an AI arms race, with initial US advantages in GPU compute resources and AI scaling laws. However, the capability gap between leading US and Chinese AI models has vanished. Chinese models now achieve similar results with significantly less compute power. The competition has shifted towards national security, with the US employing export controls on key technologies like semiconductors, while China pushes for self-sufficiency. Despite these efforts, the US Secretary of Commerce has acknowledged the futility of using export controls to hinder China’s AI progress. The real threat lies not in state rivalry but in the potential misuse of AI by rogue actors. Collaboration between the US and China is crucial to mitigate these risks and harness AI’s potential for global good. The escalating competition could undermine global stability and scientific progress, highlighting the need for a cooperative approach to AI development.
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