Ferguson, Klaassen, and Schmidt Warn US-China AI Expansion Creates Imperial Dependencies

Niall Ferguson, Lisa Klaassen, and Eric Schmidt argued in Foreign Affairs that US and Chinese AI expansion is creating geopolitical dependencies resembling empires, and proposed an AI détente that would limit capabilities for cyberattacks and biodesign. The authors compared OpenAI and Anthropic to colonial trading companies and argued that access to energy, minerals, chips, and capital determines who can participate in AI development. They said both powers face an “imperial trilemma” involving high debt, domestic resistance, and the threat of war over Taiwan. They identified Taiwan’s chip supply chain as the greatest vulnerability in this competition.

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