This episode unpacks U.S. and Chinese AI strategies, regulation approaches, and the future implications for society and security.

 

Host:

James M. Lindsay, Mary and David Boies Distinguished Senior Fellow in U.S. Foreign Policy, CFR

 

Guest:

Alvin Wang Graylin, Senior Fellow for Technology, Asia Society; Digital Fellow, Stanford Institute for Human-Centered Artificial Intelligence; Professor of AI/Tech Policy, University of Washington

 

We Discuss:

• Whether the framing of an AI "race" with China is accurate or helpful, and why it may be producing costly policy distortions.
• The concept of AGI (artificial general intelligence) and the thesis that underpins U.S. policy.
• China's focus on broad industrial adoption over frontier model development.
• How U.S. export controls and visa restrictions spurred the innovations behind DeepSeek.
• Why China turned down the offer to purchase NVIDIA H200 chips.
• Why Beijing regulates AI more extensively than either the United States or Europe.
• The Trump-Xi discussions on AI safety guardrails and the shared interest in preventing non-state bad actors from weaponizing AI.
• The economic bubble risk posed by rapidly rising data center costs.

 

Mentioned on the Episode:

 

China's "AI Plus" Initiative, State Council of China, August 2025

 

China's New Generation Artificial Intelligence Development Plan, State Council of China, 2017

 

For an episode transcript and show notes, visit The President’s Inbox at: https://www.cfr.org/podcasts/presidents-inbox/the-myth-of-the-ai-race

 

Opinions expressed on The President’s Inbox are solely those of the host or guests, not of CFR, which takes no institutional positions on matters of policy.