Global AI Landscape: Geopolitical Competition, Emerging Regulations, and Strategic Deployments

Key Intelligence

• ■US-China competition over AI intensifies with American export controls on AI chips, while China counters by developing advanced AI models like GLM-5.2 that rival Western offerings without relying on Nvidia chips.
• ■Microsoft is expanding its AI presence in China by selling OpenAI models to major tech companies, navigating complex geopolitical and market dynamics.
• ■International and domestic efforts to regulate AI are accelerating, with G7 leaders advocating for oversight of cutting-edge models and US lawmakers proposing legislation to vet powerful AI systems for risk.
• ■Global demand for American AI technology is high, but world leaders express concerns about potential US control over these critical capabilities.
• ■AI is demonstrating significant strategic and military implications, including reports of its use by the Pentagon for targeting operations.