China’s AI stocks have shed $33 billion this month. It looks like American containment working — but the bigger force is a bubble China blew itself. A valuation correction is not a capability collapse. watchchina.ai keeps the two clocks separate.
Amodei asked the world to pace AI for safety — then demanded China’s chips be cut off in the same essay. Beijing called it a Cold War playbook. And the dilemma Amodei himself admits reveals the structural tragedy of the whole race.
US intelligence just named six Chinese AI firms for industrial-scale distillation, 16 days before the summit. watchchina.ai read all 3,585 words — including the fact that “theft” appears exactly zero times. What the document says, and what it pointedly doesn’t.
Anthropic says the US lead is growing. China gives away models that beat Google. Both cannot be true. Inside the contradiction splitting the AI world — and why nobody really knows who is winning.