All topicsSTATE OF AI REPORT.

What was America’s AI stack strategy?

By Nathan Benaich (Air Street Capital) · 2025 report

The report described a shift toward exporting packages of US compute, models, cloud services, tools, and compliance structures to selected partners, with geopolitical influence and supplier dependence among the implications.

What was America’s AI stack strategy? - 2025 report, slide 192
What was America’s AI stack strategy?. 2025 report, slide 192 (PDF page 193)

How to read this finding

These are summaries of the report’s 2025 analysis, not legal guidance or a current list of policies. Proposed measures, implementation work, and strategic goals should not be read as equivalent completed outcomes.

Read the full Policy & geopolitics section

Evidence you can use

Three policy directions in the 2025 report

October 2025 historical snapshot

Three policy directions in the 2025 report
MeasureReported valueDefinition and source
United StatesIntegrated AI stack exportsCompute, models, tools, and standards2025 report, slide 192 (PDF page 193)
European UnionAI Act implementationAuthorities, standards, and pressure to simplify2025 report, slide 221 (PDF page 222)
ChinaDomestic AI self-relianceModels, silicon, and science spending2025 report, slide 226 (PDF page 227)

These are summaries of the report’s 2025 analysis, not legal guidance or a current list of policies. Proposed measures, implementation work, and strategic goals should not be read as equivalent completed outcomes.

Data & methodology Download CSVJSON

Sources and dates

Historical snapshot published October 9, 2025. This web edition was prepared on October 10, 2026 from the online deck and original launch posts. Findings and forecasts retain their original time frame.

  1. 2025 report, slide 148 (PDF page 149)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  2. 2025 report, slide 191 (PDF page 192)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  3. 2025 report, slide 192 (PDF page 193)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  4. 2025 report, slide 198 (PDF page 199)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  5. 2025 report, slide 202 (PDF page 203)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  6. 2025 report, slide 207 (PDF page 208)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  7. 2025 report, slide 211 (PDF page 212)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  8. 2025 report, slide 221 (PDF page 222)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  9. 2025 report, slide 226 (PDF page 227)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  10. State of AI Report 2025: online slides
  11. Nathan Benaich: The State of AI Report 2025Air Street Press, October 9, 2025.
  12. Welcome to State of AI Report 2025Original website launch post, October 9, 2025.

Cite this page

Benaich, Nathan. “What was America’s AI stack strategy?.” State of AI Report 2025. Historical report snapshot; web edition prepared 2026-10-10.