Exporting the AI Stack

Most of the discussion around America’s AI strategy abroad has focused on the AI Action Plan - but perhaps more important was the Executive Order on exporting the AI stack.

The blog here is an enlightening piece on the EO, from one of the key architects behind it. The whole thing is worth reading, but some particularly notable points are:

1️⃣ American data centres alone are deemed insufficient to achieve US strategy goals - hence the need to think about the entire AI stack

2️⃣ Weaponised interdependence is a key goal (here given the more neutral name of “data-center-based governance”)

3️⃣ A reemphasis on what the government is offering: “Selected [US] companies would all be offered to foreign governments as part of the program, and all would be equally eligible for development finance loans, grants, and other perks.”

All in all, the idea of “exporting the AI stack” is becoming a dominant frame for US AI expansion, so it’s worth following what the government decides after its current request for information period.