The Atlantic: What really happens if China wins the AI race?

As China releases ever more capable AI models — ones that compete with Silicon Valley’s top offerings — many American AI and national-security researchers have been arguing, loudly and forcefully, that the world should fear Chinese AI supremacy. The outcomes they envision are catastrophic. I spoke with a number of such experts recently, and they warned of bots that could devise an impenetrable missile-defense system that makes obsolete America’s nuclear arsenal, or manufacture an endless drone army that overwhelms American defenses, The Atlantic writes.

A struggle really is, of course, playing out among the U.S., China, and any number of other nations over whether democracy or authoritarianism will be the dominant global influence. Both the United States and China have a history of launching propaganda campaigns against each other; the Chinese government is reportedly starting a concerted effort to be the source of more AI training data, in part so that it can embed its views, such as over the status of Taiwan, into chatbots worldwide.

But fears about China using AI for swift global domination assume that the technology will advance to a kind of superintelligence: AI models smart enough to develop smarter bots themselves, which would lead whichever country controls them to enter “escape velocity where your adversaries aren’t able to catch up,” David Lin, a senior director at the SCSP who previously covered China and technology at the CIA, told me. It is not clear that such an omniscient digital being can or will be built.

The White House has further muddled matters by taking a series of contradictory stances toward Chinese technology. It has, for example, revised its policy on exports to more easily allow the sale of advanced AI chips to China, while also going back and forth on whether the Pentagon and U.S. intelligence agencies can use the most advanced AI models of Anthropic. How seriously can anyone take the idea that the two nations are locked in a “hot Cold War II,” to quote Palantir chief technology officer Shyam Sankar, when the government is arguably enabling China’s own AI ambitions?

The technological race between the U.S. and China is so often discussed as a winner-takes-all competition. But such a narrow framing obscures what’s most at stake for Americans.

China is an obvious rival to the United States, as most former Biden-administration and current Trump-administration officials would agree. But that also makes “China” a convenient boogeyman for AI lobbyists and those with a clear financial interest in the industry, such as the former White House AI adviser David Sacks, who has said that “the AI race is even more important than the Space Race.”

The two countries are not at war, but the most hawkish AI executives and national-security officials nonetheless fear that AI could confer what in military terms is called a “decisive strategic advantage.” Here is where the Cold War analogies come in. Such an advantage would entail the ability to land some sort of crushing blow that your opponent cannot recover from, “as if one country had nuclear weapons and no other country did, or maybe an even more extreme version of that,” Kyle Chan, a fellow at the Brookings Institution’s John L. Thornton China Center, told me.

Some pragmatic issues also exist. Software alone can’t win wars: The Pentagon is reportedly using AI models to speed up its target selection in Iran, but no matter how smart those bots are, America nonetheless is not exactly winning the war.

And translating any future ideas from AI into the physical world could take years. Even if AI cracked the code to create super soldiers, the military would have to figure out how to incubate and grow them, or else edit genes in adults without killing them. An AI system might say, Here’s how to defend against nukes, but that would leave the issue of building thousands or millions of missile interceptors on the table. In part for these reasons, no single AI-conferred advantage is likely to be large enough to permit any country to conquer the world.

In any case, the technology’s military capabilities might matter less than its effects on the economy. AI models are released as products. The top models from Chinese AI companies, including Moonshot AI, Z.ai, DeepSeek, and Alibaba, are by all accounts almost as good as and far cheaper to use than offerings from OpenAI, Anthropic, or Google. Simply put, that makes Chinese AI more economical for many companies looking to adopt the technology. Indeed, relative to the U.S., China’s government and businesses are “moving very fast,” Chan said.

If this is an economic race rather than a war, then it’s one that the United States could very well lose. “I don’t think I’ve ever heard any executives or researchers describe their work as part of a national contest against the United States,” Grace Shao, an analyst who covers AI and China and the author of the newsletter AI Proem, told me. Instead, “the more important race in China may be the race to diffuse AI into the real economy.”

China’s biggest advantage in the AI race comes from the physical world. This has little to do with AI itself: Decades of being a manufacturing powerhouse and implementing targeted industrial policy have made the country a leader in producing renewable-energy equipment, electric vehicles, robots, and other complex technologies. The country manufactures some 90 percent of all of the crucial components in solar panels. Last year, nearly 90 percent of humanoid robots sold were Chinese.

“China has this strategy of exporting its technology globally,” Elluru said. Through its Belt and Road Initiative, China has helped build highways, ports, power plants, fiber-optic cables, and data centers throughout Asia, Africa, and Latin America; AI services are the logical next offering.

American officials and tech executives are not wrong to want to compete. But the dominance of an oversimplified U.S.-China AI race, without clarity about who is racing and to where, doesn’t just mangle policy making; it obscures that the ultimate beneficiary of the AI boom ought to be citizens, not military contractors or Silicon Valley’s biggest corporations and investors.

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