by Raphael Dudler | Sep 30, 2026 | CHN AI NEWS
Trump and Xi spent hours on AI and reached no deal — just an agreement not to govern it. watchchina.ai predicted exactly this for four months. The non-outcome is the story: the race now belongs to chips, power, and open-source code.
by Raphael Dudler | Sep 7, 2026 | CHN AI NEWS
America outspends China five-to-one on AI compute and the gap is barely moving. When Stanford said it, it was academic. When Moody’s says it, it’s financial — and that’s the warning Wall Street can’t ignore.
by Raphael Dudler | Jun 13, 2026 | CHN AI NEWS
Elon Musk said it out loud in Davos: the limiting factor for AI is electricity — and China’s advantage is growing. Here is the infrastructure story that nobody is telling.
