Investors are quietly moving out of chipmakers and into the internet giants that own what people actually use. It’s the clearest financial proof yet: in AI, the value is in deployment, not silicon. Follow the money — it points east.
America will subject its own AI models to government safety testing — but exempt the Chinese models they compete against. A rule meant to deny China legitimacy that instead handicaps only America. Read it again; it doesn’t get less strange.
Bloomberg calls it the “death zone” — a market where you survive only with the best technology or the cheapest price. Alibaba’s Qwen3.8-Max just matched Anthropic’s flagship. China’s model blitz is now suffocating everyone in between.
169 countries. One question. Who controls the world’s most powerful AI? The UN’s first global AI governance dialogue confronts the asymmetry watchchina.ai has tracked all summer — and China arrives with an opening.
Anthropic is partially back after its shutdown. But the developers who left for DeepSeek aren’t returning — and Trump’s own former AI czar is warning that the crackdown handed China its opening. Two weeks was all it took.