Bending to Circumstance: The Strategic Shift in the US AI Action Plan and What It Means for China

Key Takeaways

• The plan proposes a more pro-diffusion vision for exporting AI globally.
• Details about the unique security conditions for AI exports are yet to emerge and likely to be negotiated with major US trading partners.
• The plan greatly expands use of the Foreign Direct Product Rule to control semiconductor manufacturing equipment exports to China.