US drafts letter forcing allies to pick an AI bloc

The US State Department has drafted a letter warning allied countries to choose between joining the American-led Pax Silica AI coalition or China's competing framework, with dual membership deemed unacceptable. This decision impacts supply chains, chip allocation, and legal use of AI models, notably affecting countries like the UK and Kazakhstan.

This Wire brief sits within Fusion42's coverage of AI Infrastructure, and 2 sources have reported it.