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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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      "text": "The aim is to shape standards, build dependency, and counter China's Digital Silk Road playbook.",
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      "text": "AMERICAN AI STACK diagram showing layers from Application/User down to Infrastructure with associated American champions.",
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      "text": "In May 2025 the administration rescinded the Biden-era AI Diffusion Rule, which had imposed tiered licensing on exports of advanced AI chips and closed-weight models and relied on close supply-chain monitoring.\nThe new approach favors proactive dissemination. Selected countries receive an integrated American AI stack that includes infrastructure, foundation models, deployment tooling, and governance templates.\nEligibility will likely track commercial opportunity, security alignment, and pressure from U.S. industry. Access will not be universal and end-use monitoring remains a stated requirement.\nThe strategy shifts value to U.S. vendors while raising risks of lock-in and uneven controls downstream. It also tests whether export packages can outperform pure restriction in limiting rival influence.",
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      "text": "We need to establish American AI-from our advanced semiconductors to our models-as the gold standard for AI worldwide and ensure our allies are building on American technology. — The White House, Office of Science and Technology Policy - July 2025",
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