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General term for artificial intelligence systems, currently facing intense scrutiny and regulatory hurdles.

A critical component of the AI technology stack, representing a key battleground in the US-China AI competition. The US currently holds a significant lead in this area.

The US Secretary of Energy who has been working to reform regulations to make it easier for AI data centers to generate their own power 'behind the meter'.

An evolved form of AI tools, moving beyond coding assistants to help knowledge workers with a wide range of tasks by integrating with their files, emails, and data, potentially with a voice interface.

A key area of AI application discussed by Michael Kratsios, with the potential to dramatically accelerate scientific discovery in fields like fusion, material science, and healthcare by overcoming data fragmentation.

A planned federal mandate to regulate frontier AI models that was unexpectedly pulled.

Considered the key metric for winning the AI race. The goal is for American chips and models to have dominant global market share in the future.

A US government initiative aimed at ensuring American AI technology (models, chips, applications) is adopted globally by partners and allies to counter Chinese influence.

A Chinese AI company whose release of a powerful model served as a 'Deepseek moment,' awakening the West to the intensity of the global AI competition.

A measure of the public's belief that AI will be more beneficial than harmful. Polling shows much higher AI optimism in China (83%) compared to the US (39%), which could impact regulatory approaches.

The strategic rivalry between the two nations across the entire AI stack, from semiconductor equipment and chips to frontier models and global technology adoption.

Allowing rapid technological experimentation and adoption without burdensome regulatory delays.