US vs China: The Tech War Explained - Chips, AI, Cyber Aggression & More (2026)

Sharper: Tech + China

The recent talks between President Donald Trump and Chinese Communist Party General Secretary Xi Jinping have brought attention to the rapidly evolving tech landscape, with a focus on high-end chips and minerals crucial for advanced manufacturing. In this edition of Sharper, CNAS experts delve into the intricate competition between the United States and China within the tech sector, covering China's Digital Silk Road, countering cyber aggression, and more.

Features

Report: Countering the Digital Silk Road

The report, Countering the Digital Silk Road, by Vivek Chilukuri and Ruby Scanlon, provides a comprehensive overview of China's decade-long effort to strengthen its global influence through technology. Through case studies, the authors reveal that the US and China now compete in six key domains, each vying to attract emerging markets into their respective tech ecosystems. The report offers valuable recommendations on how the United States can effectively counter China's Digital Silk Road by fostering global technological innovation.

CNAS Insights: The Cost of Silence on China's Cyber Aggression

In a concerning development, just weeks before the Trump-Xi meeting, the US uncovered yet another significant cyber intrusion backed by China. However, President Trump's silence on Beijing's cyber aggression mirrors a pattern that risks emboldening China to intensify its cyber operations against the United States. Morgan Pierce's CNAS Insights article explores this issue further, highlighting the potential consequences of such a strategy.

Commentary: To Compete with China on Military AI, the U.S. Should Set the Standard

The US and China are engaged in a critical contest to lead in AI and shape its global development. Jacob Stokes, Paul Scharre, and Josh Wallin argue in Breaking Defense that the United States must take the lead in setting global standards for military AI use to prevent China from dictating the terms. This commentary underscores the strategic importance of this endeavor.

Podcast: Selling H20 Chips to China Will Come at a Cost

In a recent episode of Derisky Business, Geoffrey Gertz and Liza Tobin discussed the Trump administration's consideration of allowing Nvidia and AMD to sell advanced semiconductors to China, with a proposed commission fee to the US government. The podcast delves into China's pursuit of advanced AI chips, the implications of such a move, and the growing role of export controls in national security.

Commentary

Analysis from Janet Egan, Ruby Scanlon, and Liza Tobin

In the News

Insights from Richard Fontaine, Emily Kilcrease, and Liza Tobin

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US vs China: The Tech War Explained - Chips, AI, Cyber Aggression & More (2026)

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