China narrows AI gap as U.S. guards frontier lead

TL;DR Summary
China is narrowing the AI performance gap through cheaper, capable open models and growing adoption by Western firms, but the U.S. still dominates frontier compute, chips, and funding. The race is not settled: China is building domestic chip capacity and expanding influence in developing markets, while export controls and access to advanced compute keep the U.S. ahead on cutting-edge models and deployment scale.
- China is gaining ground in AI. But the U.S. still has a major advantage CNBC
- How America’s Dizzying AI Strategy Plays Into China’s Hands Barron's
- China’s AI Blitz Creates ‘Death Zone’ for Rival US Model Makers Bloomberg.com
- How China’s A.I. Is Surging Across Africa The New York Times
- China’s AI Acceleration Foreign Policy
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