Technology executives, national security analysts, and U.S. officials all seem to agree that the United States must win the AI competition over China. In October 2024, Biden administration National Security Adviser Jake Sullivan warned that the United States risked “squandering [its] hard-earned lead” if it did not “deploy AI more quickly and more comprehensively to strengthen [the country’s] national security.” And in one of its first executive orders, the second Trump administration declared