Everyone is still debating whether China can compete in AI. Markets may already be asking a different question: What if China doesn't need to win...only commoditize the industry?

Within days, Moonshot and Alibaba unveiled frontier models they claim rival OpenAI and Anthropic.

Chinese AI models challenge U.S. dominance. Alibaba's best AI model by August 2026 at 0.4% YES, while Anthropic leads at 90.5% YES.

A month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative is changing. China's AI models are closing the gap, valuations remain deeply discounted,…

Everyone is still debating whether China can compete in AI. Markets may already be asking a different question: What if China doesn't need to win...only commoditize the industry?

China’s major advances in artificial intelligence have intensified pressure on US rivals, leaving American AI policy at a crucial crossroads.