Anthropic's geopolitics paper: the US can lock in a 12–24 month AI lead over China by 2028 via compute restrictions — drawing sharp criticism as an 'East India Company whitepaper.'
US clears ~10 Chinese companies for Nvidia H200 chips including Alibaba, Tencent, ByteDance, JD.com. Approvals granted but no deliveries made yet.
DeepSeek raising $3–4B at $50B valuation via China's national AI fund shifts the open-weights frontier to state-backed capital.
A Chinese court ruled that replacing workers with AI purely for cost-cutting is illegal—companies hold a social responsibility to pay workers fairly.
DeepSeek v4 reignites debate on US open-source AI: Berman argues the business model is broken, leaving Nvidia as the only credible US champion.
China suspends new L4 AV licensing after 100+ Baidu Apollo Go robotaxis caused traffic disruption in Wuhan, marking a regulatory backlash.
China blocked Meta's acquisition of Manus AI; Meta is preparing to undo the deal, with Manus investors having already received returns — a direct casualty of US-China tech friction.
Tokyo Electron's China ops head Jay Chen exits after family conflict-of-interest discovery — one of two separate IP/governance incidents at the company on the same day.
Anthropic now requires government-issued IDs and selfies to block access from China, Russia, and North Korea, affecting Chinese-founded startups per The Information.
China's SAMR launches a first-of-its-kind 6-month crackdown on the online ad sector, explicitly targeting AI misuse in advertising.
Commerce Secretary Lutnick confirms Nvidia's H200 chips have not been sold to Chinese companies, with Chinese government approval also absent — a direct export-control reaffirmation.
China's 360 Group used an AI agent to find ~1,000 previously unknown vulnerabilities including in Microsoft Office, marking a new phase in AI-assisted offensive security research.
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