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High CapacityKyle Chan2026-04-22

What I told Congress about the US-China AI race

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Last week, I had the honor of testifying as an expert witness before the U.S. House Select Committee on China. The topic for the hearing was US-China competition in AI. In my opening remarks, I tried to highlight a few basic points:“Winning” in AI means more than just having the best models.China is focused on adoption and diffusion, especially physical AI.US export controls have slowed down China’s AI development but have also spurred China’s semiconductor development across the entire supply chain.The US needs to make AI work for ordinary Americans, many of whom are worried about jobs and energy costs. Congress needs to play a role in addressing these issues.My 5-min opening statementChairman, Ranking Member, Members of the Committee, thank you for inviting me to speak.I’d like to frame my opening remarks around one big question:What does it mean for America to win in AI?We can all agree that AI is likely to be the most consequential technology of our lifetimes and that the United States must win the AI race with China.But what does it actually mean for America to win in AI?Let me offer three versions of what it means to win and describe how the U.S. stacks up against China.1. Does winning mean developing the world’s most powerful AI models?If yes, then the US has the decisive lead. American AI models are widely recognized as the best in the world on virtually any metric you can think of, from math and reasoning to coding and AI agents. American private companies continue to set the pace at the technological frontier, supported by deep capital markets, a dynamic innovatio…