It may be time to rethink the AI trade as two increasingly distinct AI ecosystems emerge around the US and China, according to a new analysis from Goldman Sachs. “The narrative of a global AI duopoly is gaining traction among investors,” wrote strategists led by Kinger Lau in a note published on Sunday. One ecosystem
Donald Trump’s dinner with China’s leader, Xi Jinping, on Thursday was a glitzy gathering of the biggest names in tech. AMD CEO Lisa Su said during a fireside chat at the New York Stock Exchange that she will be attending Thursday’s White House event, joining executives expected to include Nvidia’s Jensen Huang, OpenAI’s Sam Altman,
The US has proposed a direct channel with China to notify both governments of major AI-related national security incidents even as their AI rivalry intensifies. Treasury Secretary Scott Bessent said the proposal was made during talks in New York on Sunday with Chinese Vice Premier He Lifeng. Their discussion came ahead of President Donald Trump’s
A DeepSeek engineer who helped write a key component of the company’s latest model has given his readers a rare insight into work at a Chinese frontier lab — and how China’s workers are contending with AI’s risks. In a blog post published in Chinese on his public WeChat account titled “I Have No Choice
In July and August, Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and their components, both moves citing national-security concerns. The drone tariffs take effect in September, with additional component tariffs following in 2027. These moves are part of a broader U.S. effort to restrict foreign technology in
The FBI has seized a series of domains that were used by a large-scale botnet to coordinate and launch China-backed cyberattacks against American targets. According to the Justice Department’s statement on Wednesday, the seizures of the botnet’s domains deny the operators access to the platforms. The botnet was allegedly used by the Chinese government to
