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We’re releasing a new paper that explains our views on the competition on AI between the US and China.

It’s essential that the US and its allies stay ahead of authoritarian governments like the Chinese Communist Party, or CCP. AI will soon become powerful enough to be used to repress citizens at unprecedented scale, and even to alter the balance of power among nations . And since AI is advancing more quickly by the day, we have only a limited period of time to set the conditions of the competition—and determine whether and how those threats materialize. It’s with this in mind that we outline what’s required to ensure America stays ahead.

The most important ingredient for developing AI is access to the computer chips on which the models are trained (or “compute”). Since the most capable chips are developed by American companies, the US government currently limits China’s supply by enforcing tight export controls on them. Recent history suggests these controls have been incredibly successful. In fact, AI labs in China have only built models close in intelligence to America’s because of their talent, their knack for exploiting loopholes around these export controls, and their large-scale distillation attacks that illicitly extract the innovations of American companies.

In this post, we present two scenarios for what the world might look like in 2028, when we expect transformative AI systems to have arrived.

In the first scenario, America has successfully defended its compute advantage. Policymakers have acted to tighten export controls further, disrupt China’s distillation attacks, and further accelerate democracies’ adoption of AI. In this world, democracies set the rules and norms around AI. It’s also in this scenario that we’re most likely to successfully engage with China on safety, which we’re supportive of to the extent this is possible.

In the second scenario, America has chosen not to act. Policymakers have not tightened loopholes on the CCP’s access to compute, and AI firms in China have quickly taken advantage—catching up to the frontier and even overtaking America. In this world, AI norms and rules are shaped by authoritarian regimes, and the best models enable automated repression at scale. It will be no solace that this authoritarian triumph has happened on the back of American compute.