Anthropic's '2028' essay on US-China AI competition fractures the industry — Nvidia, HuggingFace, and OpenAI each offer incompatible counter-doctrines.
Anthropic's '2028' essay frames the AI finish line as recursive self-improvement, splitting the industry on compute restriction vs open-source export strategy.
US clears ~10 Chinese companies for Nvidia H200 chips including Alibaba, Tencent, ByteDance, JD.com. Approvals granted but no deliveries made yet.
Anthropic now requires government-issued IDs and selfies to block access from China, Russia, and North Korea, affecting Chinese-founded startups per The Information.
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.
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