Category: AI geopolitical competition

Key developments: Chinese firms have bought over 1 million Nvidia gaming and workstation GPUs this year to fill a domestic AI compute gap, while Nvidia’s own AI‑accelerator shipments to China fell 44% in the first half of 2026, ceding…

Key developments: Washington and Beijing are pursuing sharply divergent diplomatic playbooks. The United States bundles advanced chips, cloud services, models, compute power and financing into a “full‑stack” export package for favored allies, while China offers locally owned AI…