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The Japan Times
U.S. to tell partners they must pick sides in AI race with China
The U.S. government has initiated a call for its allies to align with its efforts in the geopolitical AI landscape, particularly against competing initiatives led by China. This push is part of the Pax Silica initiative, which aims to establish secure supply chains essential for AI development, semiconductors, and critical minerals. Countries like Kazakhstan, which is part of both coalitions, exemplify the complex diplomatic landscape where nations are navigating their economic interests between the two superpowers.
MonitorConfidence: MediumShort term horizonGeopolitical risk: High
Published 15 Aug 2026, 01:45 UTC1 min read
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Summary
TL;DR
- The U.S. launched the Pax Silica initiative to secure supply chains for AI and critical minerals.
- Two dozen countries, including Japan and Australia, have joined the initiative.
- Kazakhstan represents a unique case, being allied with both the U.S. and China.
- The initiative highlights increasing geopolitical tensions in technology sectors.
- The U.S. seeks to mitigate risks associated with dependence on Chinese resources.
Interesting facts
- The initiative reflects broader strategies in the global competition for technology dominance.
- Kazakhstan's position underscores the challenges of diplomatic alignment in resource-rich nations.