US vs Chinese AI Models: The Capability Tracker
Last updated: 25 July 2026. This is a living tracker, refreshed after each major release wave. For the full strategic picture — investment, chips, talent — see our China vs … Read more
open-source AI
AI Model Costs 2026: US Frontier vs Chinese Open Source
Last substantively updated: 30 October 2026. Quarterly review cycle: next full review due 30 January 2027. Known price changes and model retirements are checked sooner. AI model costs have changed … Read more
DeepSeek: Research Strategy and the Economics of China’s Open-Weight AI
DeepSeek is a Hangzhou-based AI research lab, founded in May 2023 by hedge fund billionaire Liang Wenfeng,[1] that has become the most-used open-weight model developer in the world. As of … Read more
Qwen AI: Alibaba’s Android-of-AI Ecosystem Play
Qwen is Alibaba Cloud’s family of large language models — and, by the numbers that matter for an ecosystem, the most consequential open-source AI family in the world. As of … Read more
Moonshot AI: How Kimi K3 Shook the Global Chip Market
Moonshot AI is the Beijing-based lab behind Kimi, the chatbot that in July 2026 did what DeepSeek did in January 2025: wiped trillions off Western tech stocks with a single … Read more