This article uses the international relations (IR) ‘polarity’ concept as a lens to view the shifting great power dynamics in artificial intelligence (AI) and related enabling technologies. The article describes how and why great power competition is mounting in within several interrelated dual-use technological fields; why these innovations are considered by Washington to be strategically vital, and how (and to what end) the United States is responding to the perceived challenge posed by China to its technological hegemony. The following questions addressed in this paper fill a gap in the existing literature: Will the increasingly competitive U.S.-China relationship dominate world politics creating a new bipolar world order, as opposed to a multipolar one? Why does the U.S. view China’s progress in dual-use AI as a threat to its first-mover advantage? How might the U.S. respond to this perceived threat?.