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NYTIMES (Mike Isaac, Kate Conger, Ana Swanson and Meaghan Tobin) - Silicon Valley Splits Over Closing the Borders to Chinese A.I.

Anthropic and OpenAI are clashing with the rest of the tech industry over whether “open-source” models from China should be freely available or restricted.

AXIOS (Jim VandeHei) - Behind the Curtain: The AI titans' biggest private fear

We ask almost every AI architect and leader the same thing in private: What AI risk worries you most? - Almost all of them fire back the same response: a killer pathogen, spreading too silently, widely and quickly to stop. Why it matters: The rare agreement among AI experts flows from the belief these advanced models could help a bad actor create a deadly pathogen before the government and industry perfect detection and prevention systems. This isn't a likely scenario. And some of AI's biggest optimists reject doom scenarios. - It's simply a plausible one as AI gets better at understanding our biological vulnerabilities, much like it has our cyber ones inside large nonhuman systems. Driving the news: The experts aren't hedging. In a new…

NYTIMES (Steve Lohr) - China Rewrites the ‘Soft Power’ Playbook for the A.I. Age

China is seeking global influence and good will with its open, low-cost artificial intelligence software.

AXIOS (Zachary Basu) - Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic

Nvidia CEO Jensen Huang believes America has nothing to fear from China's open-source AI models — and everything to fear from the growing campaign to ban them. - "These Chinese models are excellent," Huang told Axios' Mike Allen on Tuesday in an exclusive interview for our "Behind the Curtain" video series. "Open-source models that are excellent should be used." Why it matters: The world's top AI chipmaker says American companies should "absolutely" be allowed to use Chinese models — a direct challenge to Trump officials and the U.S. labs lobbying Washington to shut them out. Among them are Nvidia's own customers, OpenAI and Anthropic , which have accused Chinese rivals of siphoning capabilities from their models and warned that…

AMERICANGREATNESS (Julio Rivera) - Washington Can’t Afford to Let the US Lose the Open-Source AI War

President Trump was right about China. Long before it became conventional wisdom in Washington, he recognized that America wasn’t simply competing with another trading partner. […] Source

AXIOS (Maria Curi) - The secret Trump administration battle to fight Chinese AI

The Trump administration is showing signs it could ban cutting-edge Chinese AI models — a momentous move that could lock in dominance by OpenAI and Anthropic. Why it matters: Parts of the administration have tried to implement de facto bans on foreign open-source models before, knowledgeable sources tell Axios. Last week's rise of Chinese model Kimi is reigniting those efforts. Pro-competition voices fear the implications. - U.S. companies are increasingly using open-source models from China because they're cheaper and, as seen by the advent of Kimi , just about as good as the domestic technology. Behind the scenes: The Commerce Department last year considered adding multiple Chinese AI labs to its "Entity List," which would…

AXIOS (Madison Mills) - AI race splits in two as China wages open-weight insurgency

China's latest AI breakthrough is forcing Silicon Valley to confront a terrifying possibility: Building the world's smartest models may no longer be enough to win. Why it matters: Chinese labs like Moonshot AI are cornering the market for cheap, customizable intelligence, threatening to turn America's prestige models into expensive niche products. Driving the news: Companies were already shifting away from premium AI models and toward cheaper Chinese alternatives before Moonshot's Kimi K3 exploded onto the scene this week. - On OpenRouter — a major marketplace that lets developers access hundreds of competing AI systems — Chinese models now occupy the top five spots by weekly token usage. - All five models — from China-based…

AXIOS (Zachary Basu) - China just erased America's AI lead

America's commanding lead in advanced AI is gone. - A Chinese moonshot — literally and figuratively — has caught up to models that defined the U.S. frontier just weeks ago, at a substantially lower price. Why it matters: Kimi K3 , a massive new model by Beijing-based Moonshot AI, threatens the foundations of America's AI boom. Its release Thursday dazzled developers, jolted Silicon Valley and reset the AI race overnight. Driving the news: Kimi immediately vaulted into the top tier of global AI, beating Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol in front-end coding tests by AI evaluator Arena . - In Arena's broader text ranking , Kimi finished ahead of Anthropic's Opus 4.8 — the company's flagship model until Fable 5 arrived in…

NYTIMES (Eric Schmidt and Selina Xu) - We Returned From China. We Realized Our Century’s Biggest Challenge.

A.I. demands a populist approach that treats the technology as a public project.

NYTIMES (Meaghan Tobin and Xinyun Wu) - Alibaba’s A.I. Is a Hit, but Hard to Turn Into a Moneymaker

The Chinese company’s models have won over developers worldwide, but they are open source — so they can be used and modified freely.