USE AI. UNDERSTAND THE RACE.
Original analysis of the chips, models, infrastructure and strategic choices shaping US–China AI competition.
NEW · STRATEGIC ANALYSIS · 13 NOV 2026
What changes when a central AI chip supplier suddenly changes leaders? We examine continuity, export-control debate and what remains unproven.
Read the analysis →NEW · STRATEGIC ANALYSIS · 12 NOV 2026
A reported U.S. chip-diversion crackdown and China’s proposed AI-technology export controls show how the competition is extending into enforcement and know-how.
Read the analysis →NEW · STRATEGIC ANALYSIS · 10 NOV 2026
The two governments have promised an AI incident channel. We examine what it could reduce, what remains unresolved and how to tell whether it works.
Read the analysis →NEW · STRATEGIC ANALYSIS · 9 NOV 2026
Trump leaves room for safeguards while invoking competition with China. A closer look at what U.S. and Chinese rules actually cover.
Read the analysis →STRATEGIC ANALYSIS · 8 NOV 2026
New political pressure puts data-centre power, permits and public consent at the centre of U.S. AI infrastructure planning.
Read the analysis →RESEARCH SPOTLIGHT · 5 NOV 2026
New research explains how constraints can both slow progress and encourage technological independence.
Read the story →THE AI MARKET LENS · 5 NOV 2026
Weekly analysis of market access, technological substitution and the infrastructure bill.
Read the story →Published academic research, its significance and its limits.
Read the story →Weekly analysis of companies, investment and strategic competition.
Read the story →Our previous model coverage remains available as part of this section, with its original evidence dates.