Global AI Landscape: Geopolitical Competition and National Strategies

Key Intelligence

• ■The U.S. and China are reportedly weighing official dialogues to establish guardrails for AI development and manage their rivalry, amidst U.S. concerns over Chinese AI model extraction attempts.
• ■Nations like Brazil, India, and the Philippines are assessing their positions and strategies in the global AI race, with discussions on how international deals or domestic policies impact their AI ambitions and competitiveness.
• ■The U.S. administration, under a top Trump aide, has indicated it will not pick winners in the domestic AI industry, while the GSA continues to promote federal AI adoption despite open questions about return on investment.
• ■Questions are being raised about whether the current AI-led market rally will help Asian companies narrow the technological gap with dominant U.S. tech giants.