United States: Washington hardens AI alignment strategy - Rabobank
Rabobank’s Senior Macro Strategist Bas van Geffen describes Washington’s emerging carrot-and-stick approach to artificial intelligence, extending its Pax Silica framework.
Washington is implementing a carrot-and-stick strategy for artificial intelligence (AI) alignment, per Rabobank's Senior Macro Strategist Bas van Geffen. The strategy mirrors the US' Pax Silica framework, which aims to secure access to critical resources and enhance supply lines for semiconductors. The US seeks to compel nations to either join its AI coalition or risk losing access to US AI technologies, potentially driving them towards China's rival alliance.
A notable concern is Kazakhstan's dual participation in both frameworks, as the country holds valuable critical minerals. The US administration may soon communicate to its allies the need to choose allegiance – or face the prospect of being cut off from US technologies. This approach underscores the growing importance of gross domestic compute as a pillar of strategic autonomy and a means of projecting global power.
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