U.S.-China AI Race Escalates + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation

The Spillover · Mar 25, 2026 · 58m

This episode unpacks the evolving U.S.-China AI rivalry, the limits of technological export controls, and what’s really at stake as both countries race to shape the future of intelligence.

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Host:

Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR)

Guest:

Chris McGuire, Senior Fellow for China and Emerging Technologies, CFR

We discuss:

How U.S. export controls on chips are slowing China’s AI progress, but not stopping it, as loopholes…