Compete

The AI Cold War That Will Redefine Everything

The Wall Street Journal
| November 10, 2025

CSET’s Helen Toner shared her expert analysis in an article published by The Wall Street Journal. The article discusses China’s accelerated push to compete with the U.S. in generative artificial intelligence.

Will the U.S. LOSE the AI Race to China?

Agents of Tech
| October 15, 2025

China and the U.S. are in a close race for AI supremacy. Helen Toner, CSET executive director, explains the different strategies, with China focusing on open-source development and the U.S. relying on big tech dominance, and what “winning” in AI actually means.

How America Can Win in Space to Protect Taiwan and Beyond

Council on Foreign Relations
| September 24, 2025

Kathleen Curlee and Andrew Hanna shared their expert analysis in an op-ed published by the Council on Foreign Relations. In their piece, they examine how U.S. space superiority is essential to defending Taiwan while sustaining America’s global leadership in the face of China’s growing space ambitions.

CSET’s Cole McFaul shared his expert analysis in an article published by the South China Morning Post. The article examines how China’s military is systematically incorporating artificial intelligence into its operations by leveraging civilian universities and private companies under its sweeping "military-civil fusion" strategy.

China’s Overlooked AI Strategy

Foreign Affairs
| July 25, 2025

Owen J. Daniels and Hanna Dohmen shared their expert analysis in an article published by Foreign Affairs. In their piece, they examine how China's release of advanced open AI models, such as DeepSeek’s R1 and Moonshot AI’s Kimi K2, is challenging U.S. dominance in the global AI landscape and reshaping international influence.

Inside Beijing’s Chipmaking Offensive

Jacob Feldgoise and Hanna Dohmen
| July 14, 2025

CSET's Jacob Feldgoise and Hanna Dohmen outline China's market share gains in semiconductor manufacturing equipment, based on data from CSET ETO's updated Supply Chain Explorer.

On July 16, CSET hosted a webinar with a breakdown of CSET's latest data and analysis on the global semiconductor manufacturing equipment market.

AI System-to-Model Innovation

Jonah Schiestle and Andrew Imbrie
| July 2025

System-to-model innovation is an emerging innovation pathway in artificial intelligence that has driven progress in several prominent areas over the last decade. System-level innovations advance with the diffusion of AI and expand the base of contributors to leading-edge progress in the field. Countries that can identify and harness system-level innovations faster and more comprehensively will gain crucial economic and military advantages over competitors. This paper analyzes the benefits of system-to-model innovation and suggests a three-part framework to navigate the policy implications: protect, diffuse, and anticipate.

CSET’s Helen Toner shared her expert insights in an article published by WIRED. The article discusses the U.S. government’s plans to aggressively revoke visas for Chinese students, particularly those in sensitive research fields or with ties to the Chinese Communist Party.