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By Mike Allen · Jul 27, 2025

☕ Happy Sunday! Smart Brevity™ count: 1,586 words ... 6 mins. Thanks to Kate Marino and Zachary Basu for orchestrating. Copy edited by Donica Phifer.

 
 
1 big thing: AI's global race in the dark
 
Illustration of a vintage gray computer with a keyboard and mouse glowing in dark fog; the screen displays corrupted white text

Illustration: Sarah Grillo/Axios

 

The U.S.-China AI race, now freshly embraced by President Trump, is a competition in the dark with no clear prize or finish line, Axios' Scott Rosenberg writes.

  • Why it matters: Similar "races" of the past — like the nuclear arms race and the space race — have fueled innovation, but victories haven't lasted long or meant much.

The big picture: Both Silicon Valley and the U.S. government now agree that we must invest untold billions to build supporting infrastructure for an error-prone, energy-hungry technology with an unproven business model and an unpredictable impact on the economy and jobs.