China AI competition with US firms
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US adversary challenges America's AI lead
The Stanford Institute for Human-Centered Artificial Intelligence's 2026 AI Index counted 5,427 U.S. data centers in 2025 compared with 449 in China.
Gordon Chang said China is far behind in data centers but moving at great speed.
Vice President JD Vance said there was a very good chance the U.S. could lose the AI race to China if Democrats regain control of Congress.
US vs China AI superpower competition analysis
Al Jazeera reported that the United States and China are the only two countries in the race to produce the world's leading artificial intelligence.
Al Jazeera reported that the US and China are forming blocs named Pax Silica and WAICO to support their AI ambitions.
Al Jazeera reported that rare earth minerals and cutting-edge semiconductor chips are key inputs in the competition for AI dominance.
DeepSeek seeks fresh capital amid China IPO market
Eight of High-Flyer's nine products recorded losses in July during a global AI-chip rout.
DeepSeek has turned to outside investors to fund its growing ambitions.
DeepSeek has been financed by High-Flyer Quant, the hedge fund of founder Liang Wenfeng.
Nvidia bolsters support for Chinese open AI models amid White House crackdown warnings
Nvidia warned that regulatory controls limiting its ability to provide products and services supporting apps built on models such as DeepSeek, Qwen or Kimi could have a material impact on business.
A report emerged on Thursday that the Trump administration is considering new tariffs on U.S. semiconductors.
Nvidia shares rose after the company reported better-than-expected second-quarter results and issued revenue guidance that topped estimates.
Z.ai releases new AI model running on Chinese chips
MiniMax's flagship M3 model ranks 18th on the Artificial Analysis Intelligence Index.
MiniMax reported adjusted net loss more than doubled to $293 million during the first half of the year.
Z.ai's Hong Kong-listed shares climbed more than 8% in Thursday trading.
Nvidia reports blockbuster earnings, Jensen Huang defends AI ecosystem spending
The Information reported that Nvidia has agreed to buy Hugging Face for $12.9 billion.
Taiwan Semiconductor Manufacturing Co. continues to face supply constraints.
Nvidia shares were up 7.2% in premarket trading the day after earnings.
“There are several companies, these frontier AI labs, that are once-in-a-generation companies, and we want to be investors in them. We want to support them. We want to be a partner to them. We would love for them to build their ecosystem on top of us, of course, and then scale up their business along with us. And so, the opportunity to invest in them in the beginning was a great opportunity.”
CrowdStrike CEO warns AI exposes dangerous cyber gaps
Cramer's Charitable Trust owns shares of CrowdStrike and Palo Alto.
CrowdStrike and Palo Alto Networks each rose roughly 100% year to date.
CrowdStrike reported revenue reaching $1.47 billion.
“So, if we think about the AI era and how fast these AI agents are able to swarm and find vulnerabilities and exploit those, it's just a different quantum of security that's needed,”
CrowdStrike and Okta earnings lifted by rising AI threat
Bank of America wrote that management continues to view AI as immaterial to FY27 results.
Okta's stock surged nearly 29% on Thursday following its earnings report.
Deutsche Bank analysts remain optimistic about the cybersecurity sector's growth in the AI era but are waiting on upcoming reports to solidify near-term demand trends.
Stock futures rise as Nvidia shares gain after earnings
Palo Alto Networks rose almost 13%.
Okta soared more than 28%.
Nvidia's revenue for the fiscal second quarter more than doubled.
Alibaba announces $10.2 billion share placement for AI push
Alibaba last year announced plans to invest at least 380 billion yuan in cloud computing and AI infrastructure over the next three years.
Alibaba will issue 710 million new shares at HK$112.70 apiece.
Alibaba priced an 80 billion Hong Kong dollar ($10.20 billion) placement of newly issued shares to non-U.S. investors.
China's quieter machine revolution beyond humanoid robots
Leapmotor has more than 25,000 workers.
Cao Li, vice-president of Leapmotor, said the company has basically achieved 100% automation in stamping, welding, and painting workshops.
Dr Susanne Bieller said that in Shenzhen it takes less than one hour to source components needed to make a robot, while in Europe it can take up to a week.
Humanoid robots take centre stage in China-US tech race
Al Jazeera's Katrina Yu reported that Chinese firms are racing US rivals as Beijing bets on humanoid robots to boost productivity.
Humanoid robots are at the forefront of China's race for technological supremacy at Beijing's World Robot Conference.
US moves to close loophole in Nvidia chip export ban
A White House official told CNBC that the Trump administration has implemented the most rigorous export control regime in modern history and remains committed to safeguarding America's national and economic security.
White House official Michael Kratsios accused Moonshot AI of using Nvidia GB300 chips via a facility in Thailand, less than a week after Moonshot released a new model in July.
RASA passed the House of Representatives in January but has not yet passed the Senate.
“Policymakers will need to decide what compute is covered, who should be prohibited from remotely accessing the compute, and how to implement a robust know-your-customer scheme.”
Trump tech adviser accuses China's Moonshot AI of stealing from Anthropic
Kratsios said the US government has information that Moonshot AI distilled capabilities from Anthropic's Fable AI for the development of its K3 model.
Moonshot AI will release Kimi K3 as an open-source model on 27 July.
Trump is expected to meet Chinese counterpart Xi Jinping in September.
“We support open-source AI and the innovation it unlocks. But open source is not open season on American IP,”
China's Moonshot AI releases Kimi K3 model rivaling US AI firms
Moonshot is a Chinese AI start-up.
Shares in Zhipu and MiniMax fell by about 27% and 16% respectively in Hong Kong following the announcement.
Moonshot said K3 is its most capable flagship model to date.