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NoahpinionNoah Smith

America is still beating China in the AI race

TL;DR

The US still leads China in AI, but Trump's immigration policies could squander that edge, and the stakes of this race are far graver than economic competition.

American AI debates rarely focus on international competition, but the US-China AI race matters, especially militarily. If one side gains a decisive AI lead, it could hack the other's banks and brokerages, causing chaos with no nuclear retaliation possible.

Cybersecurity and AI supremacy

AI could shift the balance in cyberwarfare. Unlike nuclear weapons with mutually assured destruction, AI hacking has no such deterrent. A leader could attack critical infrastructure without fear of equal retaliation.

A precarious lead

The US still has better models, but the edge is not guaranteed. Chinese models are catching up quickly, e.g., Z.ai's GLM-5.3 nearly matched Anthropic's Mythos on vulnerability detection. Yet Mythos is not America's best; Anthropic has internal models ahead.

Risk of talent exodus

The Trump administration, despite claiming to be AI's friend, might push Chinese AI talent away. Keeping a comfortable lead is also crucial for cooperation on AI safety; China is more likely to agree if the US is clearly ahead.

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All posts from that day2026-09-05 · 8 in total