Behind the US Strategic Pressure: Forcing Allies to Choose Between US and Chinese AI Tech Spheres

Shift in US AI Foreign Policy

Amid the global race for supremacy in artificial intelligence, the US government is intensifying efforts to compel allies and partner nations to choose between the Washington- or Beijing-centric technological spheres. This move is driven by the growing recognition that AI advancement is fundamentally inseparable from national security.

Policy Background and Technical Regulations

Rather than a specific product announcement, this development represents a national-level shift in diplomatic and technological policy. The US is increasing pressure to exclude Chinese firms from its own AI supply chain, while lobbying allies to adopt similar measures, including export controls on high-performance AI chips and restrictions on AI infrastructure development.

Global Impact and Geopolitical Risks

To secure leadership in the AI sector—which lies at the core of military and economic security—the United States views close coordination with its allies as indispensable. This US-China fault line is causing global fragmentation in AI-related infrastructure and data supply chains, forcing multinational enterprises and governments worldwide to navigate the exceptionally difficult task of restructuring their national AI strategies and supply networks.