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what is the latest on China Vs US geopolitics of AI?

AI Geopolitics
The US-China AI rivalry is framed as a strategic geopolitical battle for dominance, with the US viewing China's advancements as an existential threat and pushing for tighter export controls on critical technologies to maintain its edge [1]. China is rapidly closing the gap, overcoming chokepoints in semiconductors and AI capabilities while dominating in critical minerals and producing more top AI researchers than the US [3][7]. Innovations like DeepSeek's low-cost R1 model rival US leaders from OpenAI and Google, and China's open-source AI push, including via Huawei, is creating a competitive advantage that threatens US leadership, particularly in global influence arenas like Africa where both nations are investing heavily in infrastructure and models [5][4][10]. Despite US leads in model performance, talent, and innovation, experts assess China is only months behind and unlikely to sustainably surpass the US soon due to constraints on computing power and capital [6][12][8]. Tensions extend to military applications, with China warning the US against excessive AI use in warfare due to unpredictable consequences, amid broader concerns over authoritarian uses of AI [9][2]. Chinese models are already popular globally, surpassing US rivals in some areas and bolstering China's geopolitical model as an alternative [11].
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