- On July 23, 2025, the US announced its AI Action Plan focusing on three pillars: innovation, infrastructure, and security, with a “deregulation” approach to foster competition, combined with tightening export controls and protecting its domestic innovation chain.
- On July 26, 2025, China announced the Action Plan for Global AI Governance at the World AI Conference, emphasizing governance and international cooperation, proposing the establishment of a global AI cooperation organization.
- The US pursues limitless innovation, leveraging open-source and open-weight AI, tied to the global success of DeepSeek and integration into cloud services.
- China leverages the BRI and Digital Silk Road to build international “dependent infrastructure,” thereby promoting standards and facilitating market penetration, especially in the Global South.
- China’s AI strategy focuses on providing technological support to developing countries, seeing market and technology acceptance as a winning path rather than pure innovation.
- Beijing is increasingly influential in digital governance and standards organizations, expanding opportunities for Chinese businesses.
- In the US, the strategy is questioned as the Trump administration implemented “little deals,” such as allowing NVIDIA and AMD to resume selling H20 and MI308 chips to China despite previous restrictions.
- India pursues innovation-oriented governance, combining existing laws and developing domestic capabilities in models, data, and computation. Exporting Digital Public Infrastructure (DPI) is an advantage due to its cost-effectiveness, adaptability, and respect for sovereignty.
- Example: Kompact AI (IIT Madras, Ziroh Labs) allows LLMs to run on internal computers, suitable for developing countries.
- If governance is ignored, India risks China dominating the Global South market, undermining New Delhi’s value-driven innovation advantage.
📌 US focuses on innovation and open source, China emphasizes governance and expanding influence through the Belt and Road and Digital Silk Road. India needs to build domestic capabilities in data, computation, and models, while exporting Digital Public Infrastructure (DPI) like Kompact AI to solidify its value leadership role in Global South nations. If it delays, New Delhi risks losing its advantage to Beijing in shaping the global AI order.
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