The AI revolution is underway, and the U.S. and China are racing to the top. At the heart of this competition are semiconductors—especially advanced GPUs that power everything from natural language processing to autonomous weapons. The U.S. is betting that export controls can help check China’s technological ambitions. But will this containment strategy work—or could it inadvertently accelerate China’s drive for self-sufficiency? Those who think chip controls will work argue that restricting China’s access gives the U.S. critical breathing room to advance AI safely, set global norms, and maintain dominance. Those who believe chip controls are inadequate, or could backfire, warn that domestic chipmakers, like Nvidia and Intel, also rely on sales from China. Cutting off access could harm U.S. competitiveness in the long run, especially if other countries don’t fully align with U.S. policy.
As the race for AI supremacy intensifies, we debate the question: Can the U.S. Outpace China in AI Through Chip Controls?
This debate was produced in partnership with Johns Hopkins University.
Arguing Yes: Lindsay Gorman, Managing Director and Senior Fellow of the German Marshall Fund’s Technology Program; Venture Scientist at Deep Science Ventures, Will Hurd, Former U.S. Representative and CIA Officer
Arguing No: Paul Triolo, Senior Vice President and Partner at DGA-Albright Stonebridge Group, Susan Thornton, Former Diplomat; Visiting Lecturer in Law and Senior Fellow at the Yale Law School Paul Tsai China Center
Emmy award-winning journalist John Donvan moderates