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AI Summary
- Open-source AI models proliferate in China with lower costs; U.S. open-source development faces headwinds from closed commercial models and competitive concentration
- Compute arms race intensifies as China and U.S. pursue supercomputer buildouts; performance metrics and cost efficiency drive hardware and software co-evolution
- Tariffs and reordering of global trade reframe AI supply chains; cost competitiveness and manufacturing capacity reshape geopolitical tech hierarchy