China’s AI hardware suppliers face critical component shortages as U.S. export controls bite. Domestic production can’t keep pace with surging demand—threatening Beijing’s AI infrastructure ambitions.
China is no longer a distant second in AI. DeepSeek & Baidu are closing the gap with US labs — and US semiconductor export controls may not be enough to stop it.
China’s Moonshot AI raises $2B at $20B valuation with $200M ARR — now among the most valuable AI startups globally as open-source competition with US labs intensifies.
China’s AI deployment at population scale is creating de facto global standards — and a data advantage US firms can’t easily replicate. What it means for US competitiveness and export controls.
DeepSeek drops V4: new open-source flagship with a major long-context leap. The Hangzhou lab keeps pressuring OpenAI, Anthropic & Google—and raises new questions about US chip export controls.
DeepSeek’s V4 open-source model brings a major long-context leap, intensifying US-China AI competition and raising new questions about chip export control effectiveness.