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China Tech

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Ford pushes back on White House critique of China tech partners, calls Duffy letter wrongheaded
automotive-industry3 days ago

Ford pushes back on White House critique of China tech partners, calls Duffy letter wrongheaded

Ford blasted a White House letter criticizing its China tech partners—calling it 'wrongheaded'—and clarified that its CATL deal is a limited technology-licensing arrangement owned and operated by Ford in Michigan, not a foreign joint venture; the company defended its US production footprint and reshoring efforts amid ongoing talks with Chinese suppliers (BYD, CATL, and Geely in Spain) ahead of its Q3 results.

Cheaper Chinese AI rivals close the gap and draw U.S. firms toward open stacks
technology2 months ago

Cheaper Chinese AI rivals close the gap and draw U.S. firms toward open stacks

Chinese open-source/open-weight AI models from DeepSeek, Z.ai, and others are narrowing the performance gap with leading U.S. rivals while offering dramatically lower costs, prompting U.S. firms to route more tokens via platforms like OpenRouter and shift workloads away from OpenAI/Anthropic. Lindy moved 100% of Claude traffic to DeepSeek, and GLM 5.2 has seen rapid adoption, highlighting a trend where cheaper Chinese models are becoming viable for many workloads—often 60%–90% cheaper—even as frontier performance remains a few months behind the top U.S. systems, a dynamic occurring amid tighter U.S. AI regulation.