Box Inc. (NYSE:BOX) CEO Aaron Levie warned that advanced AI cybersecurity models are likely to become widely available globally, arguing that U.S. restrictions on AI model releases could ultimately weaken American competitiveness in the fast-moving race with China.
AI Cybersecurity Model Expansion
On Sunday, in a post on X, Levie said, "It should be 100% obvious that there will soon be mythos-level models on cybersecurity that are open and available to anyone."
He argued that once these systems become widely accessible, they could reshape global technology infrastructure and shift economic power away from U.S. platforms.
Levie questioned whether restricting model releases actually improves national security.
"If advanced models will become open and available regardless, then by not allowing the release of models you’re neither more secure nor better off strategically," he wrote.
He also warned that regulatory approaches risk underestimating China’s progress in artificial intelligence.
"So much of the regulatory approach to AI has to assume China can’t catch up, when all current evidence suggests they can and are," Levie said, adding that China’s focus on AI leadership makes sustained competition inevitable.
Levie outlined what he sees as two choices for the U.S.: restrict access to leading AI systems or prioritize rapid innovation at the frontier.
"Your options are either to create gates around your best models… or you work to ensure you’re always at the frontier and driving the future architectures of AI," he said.
US-China AI Race
Earlier, Sen. Ted Cruz (R-Texas) said Chinese Communist Party-linked actors had funded efforts to increase American fears about AI, arguing the goal was to slow U.S. technological progress by amplifying public concern.
Hyliion Holdings Corp. (AMEX:HYLN) CEO Thomas Healy said the AI race had increasingly depended on electricity supply rather than chips, pointing to a large gap in power capacity growth between China and the U.S. and warning that energy access could determine long-term leadership.
Goldman Sachs analysts similarly said the global AI competition had shifted toward power availability, warning that rising electricity demand from data centers had strained the U.S. grid.
They noted that tightening supply and falling spare capacity could have increased costs and limited future AI infrastructure expansion.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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