1、Global|Washington StrategyJuly 30,2025 AniketShah,PhD*|Head of Sust.&Transition Strategy(212)323-3976|YujinKim*|Sust.&Transition StrategyAssociate+1(212)778-8314|CharlesBoakye,CFA*|Sust.&TransitionStrategist(212)336-6649|CarinaElfving*|Sust.&Transition StrategyAssociate+1(212)336-7238|MatthewSpring,

2、CFA*|Sust.&TransitionStrategy Associate+1(212)738-5297|LukeSussams|Sust.&Transition Strategist44(0)20 7548 4404|JacquelineMurdock|Sust.&TransitionStrategy Associate+44(0)20 7548 4165|AnaZotovic|Sust.&Transition StrategyAssociate+1(416)847 7399|AI Policy 101:Global Leadership,Americas AIAction Plan&A

3、I in DOGEContinuing our work on AI policy and market impacts(see here&here),thisvirtual summit featured four leading experts on AI policy in the US and globally.KTs:1)China leads on AI policy with comprehensiveness,clarity,and stability;2)The USs AI Action Plan promotes innovation but lacks legislat

4、ive and state-level alignment;3)DOGEs AI-driven deregulation may have limited impact butenables the Trump Admin to claim a policy win.REPLAY.I.Which Country Is Leading AI Policy?Kevin Frazier,AI Innovation&Senior Research Associate at U-Texas and Senior Editor at LawfareAI policy effectiveness can b

5、e evaluated across six foundational inputs:chips,data,talent,capital,energy,and adoption.A“good”AI policy is one that is comprehensive,clear,stable,and flexible.Based on these criteria,China stands out as a global leader.It has scaled energy infrastructureadding 400 gigawatts in a single yearestabli

6、shed national data exchanges,and retained domesticAI talent to build models like DeepSeek(see here).In contrast,the U.S.faces a fragmented andunstable policy environment,heavily reliant on executive orders that are vulnerable to reversal witheach administration.The EU has taken a methodical,risk-bas