Eric Schmidt, Niall Ferguson, and Lisa Klaassen co-authored an article in Foreign Affairs analyzing the AI rivalry between the US and China. The authors notably described OpenAI and Anthropic as modern colonial trading companies, highlighting their influential role in shaping global AI dynamics.
According to The Decoder, US corporations are projected to invest over $600 billion in artificial intelligence by 2026. This immense spending underscores the scale of the AI race and the strategic importance placed on technological leadership.
For Japanese investors and companies, understanding the evolving US-China AI competition is crucial, as this rivalry will significantly influence global technology markets and innovation trajectories relevant to Japan’s own digital economy.