• August 18, 2026
US Pax Silica Ultimatum: 35 Nations Forced to Pick Sides as the AI Race Splits Into Blocs

The United States is preparing to warn 35 signatories of the “AI Opportunity Statement” that joining Washington’s Pax Silica coalition and Beijing’s rival AI framework cannot coexist. A State Department draft letter obtained by Reuters pushes the AI race from technology and commerce into open diplomatic confrontation. This analysis breaks down Pax Silica’s supply-chain strategy, the pressure of China’s open-weight model diplomacy, and the opportunity-cost calculations facing middle powers and multinational enterprises in the era of AI blocs.