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.

The Geopolitics of AGI | Helen Toner

80,000 Hours
| November 5, 2025

CSET’s Helen Toner was featured on the 80,000 Hours Podcast, where she discusses AI, national security, and geopolitics. Topics include China’s AI ambitions, military use of AI, global AI adoption, and recent tech leadership changes.

CSET’s Kathleen Curlee shared her expert analysis in an article published by Business Insider. The article examines China’s rapid growth in space-based military capabilities and the growing competition with the United States in orbit. It highlights how these advances could affect a potential conflict over Taiwan, where China could target U.S. satellites that provide critical functions, including surveillance, communications, navigation, and coordination.

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.