China AI competition with US firms

Researcher Peter Garrigan told Fox News that Moonshot AI's Kimi model could be manipulated to provide information on planning terrorist attacks using real-time data, creating sarin gas, developing malware, and taking down aircraft.

Peter Garrigan said the findings are damaging and worrying.

Peter Garrigan said similar problems exist within U.S. AI models and are a fundamental flaw in the technology.

The Al Jazeera article was published on October 1, 2026.

Artificial intelligence is used in robot baristas in China.

Artificial intelligence is increasingly embedded in daily life across China.

U.S. tech giants Alphabet, Microsoft, Meta and Amazon are estimated to spend around $765 billion combined this year on AI infrastructure.

Chinese firm PrefabDC is the sole manufacturer for Brightray.

Brightray said its prefabricated data centers with PrefabDC can cut construction time by at least half.

Sen. Ted Cruz said winning the AI race against China is "the single most important economic question facing America today."

Cruz called opposition to AI advancement and data centers the "dominant position on the Democratic side."

OpenAI announced in June that it had banned ChatGPT accounts believed to have originated in China.

Chinese AI models accounted for 57%-67% of tokens used on OpenRouter in the week of Sept. 14, up from 6%-13% in February.

Daniel Remler, a senior fellow at the Center for a New American Security, said Chinese AI represents "real economic and security risks for the United States."

Peter Walker, head of insights at OpenRouter, said Chinese open source models released in 2026 can credibly perform in advanced agentic use cases, especially coding, unlike late 2025.

In the Home tab, there is no Microsoft model available.

Andreou acknowledged that adding the coding element to the app is an instance of Microsoft playing catch-up.

An Autopilot tab will allow users to create custom agents that can take care of assignments and communicate in Teams and Outlook.

Xi Jinping is on his first U.S. state visit in more than a decade.

U.S. Trade Representative Jamieson Greer said export controls on advanced chips and chipmaking equipment were not on the agenda.

Xi has not invited a delegation of business executives and tech leaders to the summit, according to media reports.

China accounted for more than 27 percent of global AI publications in 2024, compared with 12 percent from the US, according to the Center for Security and Emerging Technology.

US Treasury Secretary Scott Bessent said Washington had proposed an AI notification mechanism with China.

The US has more than 5,400 data centres, about 10 times as many as any other country.

President Trump said 'Whoever wins AI, wins.'

Beijing sees AI as a solution to its ageing workforce.

Dario Amodei, CEO of Anthropic, called for keeping the US-led ban on selling advanced chips and equipment to China.

Alibaba's new Zhenwu AI chip is scheduled for mass production and commercial release in the first quarter of 2027.

Eddie Wu is the CEO of Alibaba Group.

Alibaba said the Zhenwu V900 delivers three times the performance of its predecessor, the Zhenwu M890.

President Xi Jinping is visiting the U.S. this week.

The Chinese AI model DeepSeek was released in 2025.

Siskind said the situation is better described as a multi-front war than a race.

China accounts for 91 percent of global rare earths separation and refining production.

Beijing banned the export of heavy rare earths to the US last year.

In June, the US government curbed the ability of Chinese companies to buy advanced US chips via overseas subsidiaries.

The Trump administration rescinded the Biden-era AI Diffusion Rule.

Huawei said demand for its AI computing equipment in China is exceeding supply.

America remains the global leader in advanced AI technology and semiconductor design.

Investment bank CICC and venture capital firm Hong Shan (formerly Sequoia China) are among companies using Kimi.

Samuel Fischer, Beijing branch manager at Deutsche Bank, said in a Moonshot promotional video that AI companies understanding real financial workflows and delivering reliability and data security will be well positioned.

Moonshot has reportedly filed confidentially for a Hong Kong IPO.

Rhodium Group said Moonshot's annual recurring revenue was $1 billion.

Rhodium Group said all of China's AI models combined generate about 10% of the revenue reported for OpenAI and Anthropic.

Rhodium Group said Alibaba's annual recurring revenue was $2.4 billion.

Shares of Arm remain roughly 45% below their June high of $452.

Arm Holdings CEO Rene Haas said he is increasingly confident the company can meet Wall Street's revenue expectations for its new data center chip, dubbed the AGI CPU.

Arm's stock fell 10% after the company maintained its official $1 billion revenue outlook while working to secure enough supply to meet the additional demand.

Amodei acknowledged that limited agreements on clearly dangerous AI applications may be more realistic than a comprehensive pause.

Trump issued a June national security directive that accelerates AI adoption while requiring systems to remain robust, steerable, and controllable subject to human accountability.

Jacob Coxon, a researcher who worked at both OpenAI and Anthropic, resigned from Anthropic.

The AI Safety Governance Framework laid out guidelines for labeling AI content and developing systems for rapid AI risk detection.

Ray Von said the AI risk publicity is "a little bit oversold."

Dario Amodei urged U.S. companies to maintain a lead over China in his latest essay.

Former Anthropic researcher Jacob Coxson said there is a strong chance that people could all die in the immediate future if the current pace of AI development continued.

Xi proposed creating a community for open-source AI at the Brics summit in India on Sunday.

China's foreign ministry spokesperson Guo Jiakun said narratives of threat, confrontation, and malicious competition serve only to disrupt the process of global AI governance.

Trump said the U.S. is leading China in AI and wants to keep it that way because whoever wins AI wins.

President Xi Jinping said at the BRICS summit in New Delhi that China will take the lead to help foster AI collaboration and development among developing countries.

China on Monday pushed back on calls by U.S. AI executives for companies to slow down the development of AI.

The RTX PRO 5500 Blackwell is built on the NVIDIA Blackwell architecture and equipped with 84 GB of GDDR7 memory.

The RTX PRO 5500 Blackwell has a memory bandwidth of up to 1398 GB/s.

NVIDIA launched the RTX PRO 5500 Blackwell Workstation Edition graphics card with 84 GB of memory.

Z.ai plans to issue up to 21.97 million new shares at HK$714 each, raising gross proceeds of about HK$15.68 billion ($2 billion).

The share placement price is a 10% discount to Z.ai's Friday closing price of HK$793.

Z.ai claimed it used 100,000 domestically made chips to handle online requests for the model.

MetaX soared nearly 700% on its first day of trading in December.

Goldman Sachs analysts expect China's semiconductor capital spending to reach $82 billion by 2030.

Enflame was founded in 2018.

TSMC reported record monthly revenue for August.

TSMC shares closed 0.61% lower on Thursday ahead of the revenue release.

TSMC reported a more than 77% year-on-year jump in second-quarter profit.

The report accused six Chinese AI developers: DeepSeek, Moonshot AI, Alibaba, MiniMax, StepFun, and Z.AI.

The American models targeted included Anthropic's Claude, OpenAI's ChatGPT, Google's Gemini, and xAI's Grok.

The report said the scale and sophistication of the campaigns indicate distillation is the critical core of the Chinese companies' AI model development.

Kuiken said China's ability to build infrastructure faster stems from the absence of rule of law, allowing them to write rules as they go.

Stanford cautioned that its data center count does not account for differences in facility size, computing capacity or utilization.

Stanford's 2026 AI Index found that as of March 2026, the top U.S. model led the top Chinese model by just 2.7%.

Al Jazeera reported that rare earth minerals and cutting-edge semiconductor chips are key inputs in the competition for AI dominance.

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.

Investors in DeepSeek's first funding round included Monolith Management, Tencent, JD.com, NetEase, and Contemporary Amperex Technology.

Liang's stakes in DeepSeek have made him the world's richest AI founder as of July, according to Bloomberg.

High-Flyer affiliates secured private placements in CXMT and Unitree Robotics.

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.

Chinese chipmakers including Huawei and Alibaba have announced their own optimizations for open models including the DeepSeek and Qwen series in recent months.

Microsoft, Meta, Palantir and more than 20 other companies joined Nvidia in issuing a statement in July urging policymakers to avoid premature restrictions on open-weight models.

CrowdStrike reported revenue reaching $1.47 billion.

CrowdStrike's annual Fal.Con event is scheduled for next week in Las Vegas.

OpenAI called the incident an 'unprecedented cyber incident' and said it was strengthening safeguards around its most advanced models.

CNBC was unable to independently verify Z.ai's chip claims, and the company declined to share details on which companies' chips it was using.

Z.ai shares have risen more than 800% since its IPO, while MiniMax shares have climbed over 80%.

MiniMax reported adjusted net loss more than doubled to $293 million during the first half of the year.

Okta's stock surged nearly 29% on Thursday following its earnings report.

Both CrowdStrike and Okta beat Wall Street's estimates for the fiscal second quarter and raised their forecasts, citing the AI agent threat.

Bank of America wrote that management continues to view AI as immaterial to FY27 results.

Taiwan Semiconductor Manufacturing Co. continues to face supply constraints.

Nvidia's AI Clouds, industrial and enterprise (ACIE) customers accounted for $40.3 billion in sales in the quarter, up 138% year over year.

The Information reported that Nvidia has agreed to buy Hugging Face for $12.9 billion.

CrowdStrike gained 20.5%.

Palo Alto Networks rose almost 13%.

The VanEck Semiconductor ETF (SMH) rose 3%.

China has more than two million robots working in its factories, which is more than any other country.

Students at the Hangzhou Technician Institute can start from the age of 15.

Around 120 million people still work in China's manufacturing sector.

Alibaba will issue 710 million new shares at HK$112.70 apiece.

Alibaba last year announced plans to invest at least 380 billion yuan in cloud computing and AI infrastructure over the next three years.

Alibaba reported a 75% drop in profit for the June-quarter as heavy AI spending weighed on its results.

Humanoid robots are at the forefront of China's race for technological supremacy at Beijing's World Robot Conference.

Al Jazeera's Katrina Yu reported that Chinese firms are racing US rivals as Beijing bets on humanoid robots to boost productivity.

Nie said RASA faces potential industry pushback because cloud providers would bear the compliance burden of KYC and customer verification requirements.

The Remote Access Security Act (RASA) would expand U.S. export controls to cover remote cloud-based access to critical hardware and software.

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.

The Chinese embassy in Washington referred to remarks by foreign ministry spokesperson Lin Jian saying China opposes the politicising of trade and tech issues.

Trump is expected to meet Chinese counterpart Xi Jinping in September.

Kratsios said in a memo that the campaigns were aimed to systematically undermine American research and development and access proprietary information.

Kimi K3 will be released as an open-source model on 27 July.

Kimi K3 is the world's first open-source model in the three-trillion-parameter class that can be freely downloaded, run and customised by outside developers.

The US government forced Anthropic to temporarily withdraw its Fable and Mythos models due to cybersecurity concerns.