U.S. Defines Axioms Guiding AI-China Competition

This analysis argues the United States should adopt four baseline axioms to shape AI competition with China, emphasizing capital, dual-use technology, energy for AI factories, and a long-term timeline. It details China’s advantages in domestic financing, grid modernization, and large-scale deployments, and says restricting U.S. capital flows is unlikely to be decisive. Policymakers are urged to prioritize resilience, industrial policy, and realistic risk assessments.