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The paper also called out the U.S. efforts in blocking Chinese AI advancement, both through hardware, by blocking Beijing’s access to the latest Nvidia chips, and software, with Amodei’s multiple accusations of illegal distillation of Claude by Chinese AI labs . China Daily said that these efforts have apparently failed, and cited the success of the DeepSeek and Kimi K3 models, which turned out to perform well enough but at a much lower cost.
The availability of those models has resulted in many AI users shifting demand to cheaper tokens , like Kimi K3 (low) and DeepSeek V4 Pro, over the expensive frontier models like Fable 5.1, GPT 5.6 Sol, Grok 4.6, and Kimi K3 (max).
China Daily also took issue with Amodei’s focus on excluding China from his proposal. It suggests that the move is meant to widen the technological gap between the two rivals when it comes to AI technology and give American AI labs breathing room to “pace the frontier,” and that it reveals how Washington sees Chinese AI as an existential threat.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/policy/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/policy/chinese-state-media-counters-dario-amodeis-call-to-put-brakes-on-ai-development-paper-says-move-is-a-response-to-chinese-competition#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.