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Key Facts

Key PlayersBaidu, Alibaba, DeepSeek, ByteDance, Tencent

Top InstitutionsTsinghua, Peking University, CAS

AI Policy StanceState-directed, strategic priority

Notable LegislationGenerative AI Regulations (2023)

Top News

Anthropic warns US has until 2028 to secure AI dominance over China or risk authoritarian control

AI developer Anthropic issued a stark warning that the US must tighten chip export controls and model access restrictions before 2028 to maintain its lead in the US-China AI race. The company paints two scenarios: one where democracies set AI norms, another where authoritarian regimes shape global AI governance through surveillance and censorship technologies.

Policy5 sources

Anthropic warns US has until 2028 to secure AI dominance over China or risk authoritarian control

Policy5 sources

Unitree unveils $650K giant rideable mecha robot as company files for $7 billion IPO

Unitree Robotics unveiled the GD01, a 2.8-meter transformable mecha that a human pilot operates from an open cockpit. Priced at approximately $650,000, the robot switches between bipedal and quadrupedal modes in seconds. The launch comes as Unitree files for a $7 billion IPO, having shipped more humanoid robots than Tesla in 2025 and capturing 70% of the global quadruped robot market.

Technology3 sources

Unitree unveils $650K giant rideable mecha robot as company files for $7 billion IPO

Technology3 sources

US China AI talks begin as superpowers agree to establish guardrails for powerful models

The United States and China have agreed to launch formal discussions on AI governance following the Trump-Xi summit in Beijing. Treasury Secretary Scott Bessent confirmed the two AI superpowers will establish protocols to prevent non-state actors from accessing powerful AI models, marking the first official AI dialogue of Trump's second term despite ongoing competition for AI supremacy.

Policy5 sources

US China AI talks begin as superpowers agree to establish guardrails for powerful models

Policy5 sources

Copper prices hit record highs as AI boom collides with supply shortage and geopolitical tensions

Copper prices have surged to record highs near $14,700 per tonne, driven by the AI boom's insatiable demand for data center infrastructure. With a potential 10 million tonne deficit looming by 2040 and mining supply struggling to keep pace, markets are pricing copper as a strategic commodity for the AI era. Geopolitical tensions and sulfuric acid shortages are intensifying the supply crunch.

Business3 sources

Copper prices hit record highs as AI boom collides with supply shortage and geopolitical tensions

Business3 sources

State media control shapes what AI chatbots say by flooding training data with biased content

A new Nature study reveals governments indirectly influence large language models by controlling online media environments. Researchers found state-coordinated media appears 41 times more frequently than Wikipedia in Chinese training data, causing ChatGPT and Claude to produce more pro-government responses when prompted in native languages versus English.

Science3 sources

State media control shapes what AI chatbots say by flooding training data with biased content

Science3 sources

China threatens countermeasures as US chip equipment bill targets AI semiconductor production

China is pushing back hard against the proposed MATCH Act, legislation that would restrict Chinese chipmakers from producing AI semiconductors by limiting access to critical chipmaking equipment. Beijing has summoned U.S. diplomats, unveiled countermeasures, and is expected to raise the issue during high-level talks this week between Presidents Trump and Xi Jinping.

Policy2 sources

China threatens countermeasures as US chip equipment bill targets AI semiconductor production

Policy2 sources

China blocks Nvidia H200 purchases despite US approval, pushing domestic chip development

The US Commerce Department approved roughly 10 Chinese firms to buy Nvidia's H200 AI chips, but Beijing is blocking the purchases to steer investment toward domestic chipmakers like Huawei. Despite Nvidia CEO Jensen Huang joining President Trump's Beijing summit, the impasse remains, leaving billions in potential revenue frozen as the US-China tech rivalry intensifies.

Policy16 sources

China blocks Nvidia H200 purchases despite US approval, pushing domestic chip development

Policy16 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Bangkok-based technology firm SiamAI has formally rejected allegations that it circumvented U.S. export restrictions to ship advanced AI servers to China. U.S. prosecutors claim at least $2.5 billion in American AI technology was illegally shipped, with more than $500 million moved between April and mid-May 2025. The case highlights growing tensions over semiconductor controls as Thailand emerges as a critical digital infrastructure hub.

Policy2 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Policy2 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

US prosecutors identified Bangkok-based OBON Corp as the intermediary in a massive smuggling operation that routed restricted Nvidia AI GPUs to China. The $2.5 billion scheme allegedly involved Supermicro executives using falsified documents and dummy servers to bypass export controls, with Alibaba reportedly among the end customers receiving the banned hardware.

Policy5 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

Policy5 sources

US China plan official AI dialogue at Beijing summit as tech rivalry intensifies

The Trump Administration and Beijing are considering launching official discussions on artificial intelligence during next week's summit between President Donald Trump and Xi Jinping. Treasury Secretary Scott Bessent will lead the American side as both nations aim to address risks from erratic AI models, autonomous weapons systems, and potential cyberattacks by non-state actors.

Policy2 sources

US China plan official AI dialogue at Beijing summit as tech rivalry intensifies

Policy2 sources

Moonshot AI raises $2 billion at $20 billion valuation as Chinese AI labs attract major investors

Moonshot AI, creator of the popular Kimi chatbot, has closed a $2 billion funding round at a $20 billion valuation, led by Meituan's venture arm. The Beijing-based AI lab has raised $3.9 billion in just six months, with annual recurring revenue surpassing $200 million. The deal signals surging investor appetite for Chinese AI startups as they compete with OpenAI and Anthropic.

Startups5 sources

Moonshot AI raises $2 billion at $20 billion valuation as Chinese AI labs attract major investors

Startups5 sources

China's 600 million AI users transform the nation into a global testing ground for mass adoption

Over 600 million Chinese citizens now use generative AI, marking a 142% annual increase. From booking travel to ordering food and managing health, AI in China has rapidly moved from experimental to essential. As Chinese AI models now consume more data weekly than U.S. models, this mass AI adoption could shape how AI tools are deployed globally.

Business3 sources

China's 600 million AI users transform the nation into a global testing ground for mass adoption

Business3 sources

DeepSeek valuation surges to $45 billion as China's Big Fund leads first investment round

DeepSeek, the Chinese AI lab known for cost-effective large language models, is raising its first venture capital funding at a valuation that skyrocketed from $20 billion to $45 billion in just weeks. China's state-backed semiconductor fund is leading the round, signaling Beijing's strategic push for AI self-sufficiency amid US technology restrictions.

Startups6 sources

DeepSeek valuation surges to $45 billion as China's Big Fund leads first investment round

Startups6 sources

Rivian explores in-house lidar manufacturing to complete its autonomous driving stack

Rivian is considering manufacturing its own lidar sensors in the United States, potentially through a partnership with Chinese firms, as CEO RJ Scaringe revealed in a Reuters interview. The move would complete the EV maker's vertical integration strategy, adding in-house sensor production to its existing custom chip program and proprietary AI software for autonomous driving.

Business2 sources

Rivian explores in-house lidar manufacturing to complete its autonomous driving stack

Business2 sources

US Government Claims China AI Lags 8 Months Behind, But Experts Question the Benchmarks

A US government report claims China's best AI model trails American frontier models by eight months. But the methodology raises questions—two of nine benchmarks are non-public, and independent evaluators tell a different story. Stanford's AI Index shows the US-China performance gap has collapsed to just 2.7% on public leaderboards, while China wins decisively on cost-effectiveness.

Technology2 sources

US Government Claims China AI Lags 8 Months Behind, But Experts Question the Benchmarks

Technology2 sources

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