The rise of powerful AI will be either the best, or the worst thing, ever to happen to humanity. We do not yet know which."
—Stephen Hawking
Strategic analysis of the US-China AI rivalry, semiconductor export controls, technological sovereignty, and geopolitical competition.
The Trump administration has ordered US civilian federal agencies to remove DeepSeek AI technology from their IT systems, citing national security, data privacy and cybersecurity concerns. The directive covers major departments but excludes the Department of Defense.
According to a Rhodium Group report, China’s AI revenues and profitability lag those of US peers. The report says China’s AI models generated around $10.7 billion in combined annual recurring revenue, roughly 10% of recently reported levels for OpenAI and Anthropic, while Chinese AI firms rely on equity, bank loans and other funding channels to sustain investment.
The US and China have discussed setting up a formal AI dialogue and a notification mechanism for AI-related incidents that could reach the national security level, as Washington and Beijing prepare for the Trump-Xi summit.
US and China are expected to hold their first dedicated bilateral AI talks under Donald Trump, with frontier AI, cybersecurity risks and open-source models likely on the agenda.
More than 100 Poolside employees, including engineers, are expected to join NVIDIA and contribute to its Nemotron open-weight AI models.
The preliminary US-UK joint assessment found Kimi K3 performed below the most recent frontier cyber-capable models on several offensive cybersecurity tasks and failed to achieve arbitrary code execution in ExploitBench tests. The evaluation comes amid growing U.S. scrutiny of China’s latest open-weight AI model.
