DeepSeek V4's Real Message: China's AI Stack Is Going Independent
DeepSeek's V4 release pairs frontier-class performance with rock-bottom pricing, but the headline is Huawei: the new model runs natively on Ascend chips, a step toward an AI supply chain that no longer depends on Nvidia. One year after R1 shook global markets, the follow-up changes fewer numbers and more fundamentals.
Read full story →The US Wants to Make AI Knowledge Itself an Export Control
Having struggled to contain China's AI progress by restricting chips, the Trump administration is now targeting "distillation," the technique of training cheaper models on the outputs of expensive ones. The policy direction is clear; enforcement mechanisms and timelines are not. The biggest casualty could be Meta's open-source strategy.
Read full story →Singapore Is Trying to Be AI's Switzerland
As US-China rivalry hardens, AI firms from both sides are converging on Singapore as a place to raise capital, hire talent, and serve global clients without immediately picking a flag. The city-state calls itself a "digital Switzerland." The question is whether Washington and Beijing will keep tolerating a country that profits from the space between them.
Read full story →The Race Is Real. The Prize Is Illusory.
The US government is trying to stop China from learning things from American AI. Peter Harrison argues this is the same mistake as the 1990s encryption wars, and it misses the deeper problem: both countries are racing to build the most powerful labour-displacement engine on earth, and winning that race is not obviously a prize worth having.
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