AI赛道上美国逞强可能溢出更多负外部性

Group 1: U.S. Ambitions in AI - The U.S. aims to establish global "digital hegemony" following its control over "dollar hegemony," with a rapid expansion in the AI sector since Trump's second term began [1] - The U.S. has developed a clear strategic roadmap for AI, including initiatives like the "Star Gate" and the "AI Action Plan," which are designed to organize and mobilize resources for technological innovation [1][4] Group 2: Star Gate Initiative - The "Star Gate" initiative, proposed by Trump, involves a collaboration among OpenAI, Oracle, and SoftBank, with an initial investment of $100 billion, potentially increasing to $500 billion over four years [2] - The initial funding allocation includes $19 billion from OpenAI and SoftBank, $7 billion from Oracle and the sovereign fund MGX, with a total of $45 billion from four companies [2] Group 3: AI Action Plan - The "AI Action Plan" addresses infrastructure shortages in AI by easing regulations on traditional energy investments and implementing a new grid upgrade strategy [4] - It emphasizes the need for a systematic removal of regulatory barriers that hinder AI innovation, allowing private sector input to identify and eliminate unnecessary regulations [4][5] Group 4: Genesis Plan - The "Genesis Plan," launched in November 2025, is a significant restructuring of the U.S. scientific research system, aiming to revolutionize scientific discovery through enhanced collaboration between the government and private sector [6] - The plan seeks to integrate national supercomputers and laboratory data into a unified AI experimental platform, significantly reducing the time required for scientific discoveries [6][7] Group 5: Competitive Landscape and Global Impact - The combination of the "AI Action Plan," "Star Gate," and "Genesis Plan" creates a dual-engine model for AI development in the U.S., which is expected to have a profound impact on the global AI industry [8] - The U.S. currently holds 68% of global AI computing power, and the completion of the "Star Gate" will further widen the gap, potentially leading to a "data colonialism" scenario for developing countries [10][11] Group 6: Ethical and Regulatory Concerns - The push for deregulation in AI raises ethical concerns, as the lack of constraints may lead to negative societal impacts, emphasizing the need for a balance between innovation and ethical considerations [9] - The U.S. aims to dominate global AI regulatory standards, which may lead to fragmentation in global AI governance and conflicts between different regulatory models [11]