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US to tell partners they must pick sides in AI race with China; warns joining Beijing's framework means exclusion from US-led coalition

The US is urging countries to choose sides in the AI race against China, warning that joining Beijing's framework will lead to exclusion from a US-led coalition. This move is part of a broader strategy to secure AI resources and maintain technological dominance, according to US officials.

CNA CNA15 August 2026 · 02:46 UTC
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The US is preparing to inform numerous countries that they must choose sides in the escalating AI competition with China. A draft letter from the State Department warns that nations aligning with Beijing's AI framework will be excluded from the US-led coalition, known as the Pax Silica initiative.27

This initiative, launched last year, aims to secure supply chains for AI models, semiconductors, and critical minerals amid a fierce technology rivalry with China. About two dozen countries have already joined Pax Silica, including key allies like Japan, Australia, and South Korea, as well as Kazakhstan, which has also joined China's coalition.3

The US strategy seeks to starve China of resources in the race to develop advanced AI technologies, which could have significant military and economic implications. The letter emphasizes that participation in Pax Silica is a commitment, stating, “To be part of everything is to be part of nothing.” It urges countries to “choose deliberately” regarding their AI affiliations.

Chinese President Xi Jinping has countered with the launch of the “World Artificial Intelligence Cooperation Organization,” promoting China's technology as a challenge to US influence. The dual membership of Kazakhstan in both initiatives has raised concerns in Washington, highlighting the complexities of international alliances in the AI sector.4

Key Insight
“The draft letter, addressed to 35 signatories of the US 'AI Opportunity Statement', urges countries to 'choose deliberately' on AI, warning that 'to be part of everything is to be part of nothing.' Kazakhstan is the only country known to have joined both Pax Silica and China's rival initiative, alarming Washington.”
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“The US is preparing to tell dozens of countries they must pick sides in the artificial intelligence (AI) race with China, warning they will be excluded from a US-led AI coalition if they also sign up for Beijing's competing framework, according to a US official and an internal draft reviewed by Reuters.”
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