The United States plans to inform many countries that they must choose between its Pax Silica initiative and China's AI framework. This warning comes as the US steps up its competition with China over artificial intelligence, semiconductors, and critical minerals. A draft letter from the US State Department, reviewed by Reuters, shows that countries involved in China's AI initiative could be excluded from the US-led coalition.
Pax Silica Initiative
The Pax Silica initiative, launched by the US last year, aims to strengthen supply chains for AI models and semiconductor chips. It also seeks to reduce reliance on China. About two dozen countries, including Japan, Australia, and South Korea, have joined this initiative. However, Kazakhstan, a key source of critical minerals, has signed up for both Pax Silica and China's AI initiative. This highlights the complexities of the geopolitical landscape.
Ultimatum to Allies
The draft letter is addressed to the 35 signatories of the US “AI Opportunity Statement,” which was signed in June. It emphasizes that joining Pax Silica is a commitment, not just a membership arrangement. A US official stated, "You can’t have it both ways." This reinforces the message that countries cannot participate in both frameworks. The letter urges nations to “choose deliberately” and warns that conflicting commitments will not be accepted.
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The ultimatum could affect global supply chains for AI and semiconductor markets. This is especially true for countries that rely on both US and Chinese technologies. The situation may lead to increased tensions in the tech sector, impacting companies involved in AI development and semiconductor manufacturing.
Watch for further developments as the US prepares to send the letter to its allies this week. This may influence their strategic decisions in the AI domain.
Based on reporting by: livemint.com, fortune.com