Pax Silica: The U.S.-Led Drive to Guard AI’s Global Supply Chain

The Trump administration is pushing Pax Silica, a U.S.-led effort with six allies (Israel, Singapore, Japan, South Korea, Australia, and the United Kingdom) to secure the global AI and tech supply chain—from minerals and energy to semiconductors and logistics—citing China’s dominance in rare earths and Belt and Road influence. Qatar and the UAE are expected to join, with talks underway with the EU, Canada, and Taiwan. The plan rests on four pillars: rebalancing trade, reindustrializing America, securing supply chains, and stabilizing conflict zones through economic tools, all aimed at reducing China’s leverage in AI and technology.