Huawei and Hyperscalers: The Race to Deploy and Defend The AI Cloud
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AI Imperative 2030
on
July 28, 2025

As artificial intelligence ushers in the next industrial revolution, the war over who will lead it is already in full force. China’s aggressive, state-driven push for global AI dominance has splintered America’s allies over the values of responsible innovation and sparked a technology arms race between Washington and Beijing. If urgent action is not taken to expand and secure American AI infrastructure, the Chinese Communist Party will weaponize global cloud networks to undermine free markets, oppress its people, and covertly influence foreign states and citizens.

If AI competition is a war, then global cloud architecture is the theater. Microsoft, Amazon, and Google control 63% of the world’s $900 billion cloud market, a critical win for American AI leadership. But Beijing is on the offensive, infiltrating U.S. systems and proliferating its own predatory AI infrastructure. Worse, some U.S. firms are trading data and compute for Chinese market access, putting U.S. national security at risk. Huawei and Hyperscalers explores how Beijing exploits global AI infrastructure and pressures firms to sacrifice safety for growth, then provides actionable solutions for U.S. policymakers to help deploy and defend the cloud.

AI Imperative 2030
Chinese investment in AI pairs with its Military-Civil Fusion strategy: a “whole-of-society” approach to 21st century warfare.
The United States must maintain its competitive advantage in key areas of technological innovation and capital.​
AI IMPERATIVE 2030 will reframe the debate around AI to advocate for the imperative that the open world – led by the U.S. – wins the AI race.
Chinese investment in AI pairs with its Military-Civil Fusion strategy: a “whole-of-society” approach to 21st century warfare.
The United States maintains a competitive advantage in key areas of innovation and capital.​
Project 2030 will reframe the debate around AI to advocate for the imperative that the open world – led by the U.S. – wins the AI race.