Bloomberg Surveillance · Friday, September 25, 2026
Lindsay Newman identified trade, critical minerals, and artificial intelligence (AI) as major risk areas shaping the future U.S.-China relationship. She noted that both countries have very different visions for AI development, with the U.S. emphasizing continued advancement and China focusing on responsible and capable development.
“And nobody's talking about decoupling anymore, right? That's not the future direction of travel here. They're talking about how enmeshed the relationships are and how they're going to rely on each other from one direction, critical minerals, and from the other direction around chips.”
“The other big area, of course, is artificial intelligence or what the president would like to call super intelligence, SI. We'll see how well that catches on. But those are the two big major risk areas that we're going to have to see unfold over the next 5, 10, 20 years.”
“And after this week, we've seen very little progress on how the two economies are going to work together on those. What we do know is at this point in time, the U.S. and China are seeing those issues, particularly the issue of artificial intelligence, very differently.”