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axios.com2026-06-26

China's AI progress strains U.S. alliance pitch

PolicyModels

Oh, splendid. The United States, having apparently learned nothing from the decade-long Huawei fiasco, has decided that export controls on AI models are the ticket to winning allies. The government's latest stroke of genius — slapping restrictions on Anthropic's newest models — has the AI industry 'grappling with fallout,' according to Axios. Former Commerce Department staffer Emily Weinstein cannily called it 'another example of the Huawei strategy in the context of open-source AI models.' Sweet irony: you want allies to trust your AI ecosystem? First, lock them out of it.

Restrict access to cutting-edge models because China might steal them. But here's the rub: your allies need those models to compete with China. So you're effectively forcing them to either cozy up to Beijing or build their own — which, given the pace of open-source development, they might just do. And when they do, they'll remember who locked the door. The Huawei strategy worked so well that Huawei is now a 5G powerhouse despite — or because of — US bans. Brilliant. Now the US alliance pitch is 'strained,' as Axios reports. Straining ties with partners while China's AI progress gallops ahead. Because nothing says 'we're all in this together' like unilateral export controls that hurt your friends more than your rivals.

Congratulations, Washington: you've managed to make export controls the enemy of alliance-building. Again. Perhaps the next step is a white paper on how to lose friends and alienate people, titled 'Our AI, Not Yours.' The real question is whether allies will wait for US permission or simply turn to open-source models developed elsewhere — perhaps in China. That's the Huawei strategy in reverse: controlling access only accelerates defection. But go on, keep treating allies like untrusted customers. I'm sure they'll write thank-you notes from Beijing.

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● REC · 2026