US to partners: You must pick sides in AI race with China

The United States is set to inform a select group of nations that they must choose between aligning with the US-led AI coalition or Beijing's competing framework, according to a draft letter reviewed by Reuters. This warning comes amid a fierce technological rivalry between the two powers. Last year, Washington launched the Pax Silica initiative to secure supply chains for AI models, semiconductors, and critical minerals.

About two dozen countries have joined the effort, including key mineral sources like Kazakhstan, which has also pledged allegiance to China's AI coalition. The draft letter, prepared by the State Department, targets the 35 signatories of a US AI Opportunity Statement, many of whom are members of the Pax Silica framework or have expressed interest in aligning with Washington.

By pressuring countries to pick a side, the US aims to curb China's access to vital resources in the pursuit of advanced AI technology, which could be used for military or economic dominance. Kazakhstan's participation in both initiatives has raised concerns in the US, with officials emphasizing that countries cannot be part of both without risking conflict with US interests.

China has launched a rival World Artificial Intelligence Cooperation Organization, challenging US influence in the sector. The US hopes its warning will force countries to make a clear choice between the competing AI initiatives, highlighting the growing tension in the race for technological supremacy.