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ByteDance is weighing up to $70 billion in AI capital expenditure for 2026, nearly tripling its 2025 spend, while locking in offshore compute and a Qualcomm chip deal to sidestep US export controls as Doubao hits 345 million users.
Trump and Xi announced plans for a formal AI safety channel at their Beijing summit, but expert skepticism and stalled chip deals complicate the picture.
Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.
China's NDRC ordered Meta to reverse its $2B Manus acquisition and barred the startup's founders from leaving China, ending the 'Singapore washing' strategy that let Chinese AI firms dodge Beijing oversight.
OpenAI, Anthropic, Google, and Microsoft are now sharing attack detection data through the Frontier Model Forum to collectively block Chinese adversarial distillation campaigns.
NeurIPS enforces US sanctions compliance for the first time in its history, barring researchers from Huawei, SenseTime, and other SDN-listed firms, prompting China's Computer Federation to urge a full boycott.
A new USCC report finds Chinese open-source models now dominate US AI startup stacks, with Qwen surpassing Llama in global downloads and Chinese models taking 41% of all Hugging Face downloads.
Federal prosecutors indicted Supermicro's co-founder and SVP along with two associates for smuggling $2.5 billion in Nvidia AI accelerator servers to China using fake hardware and stripped serial numbers.
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Tencent's 2025 results beat estimates, with the company spending $2.6B on AI last year and planning to at least double that in 2026 despite ongoing GPU supply constraints from US export controls.
China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.
The Commerce Department has drafted regulations requiring government approval for all AI chip exports worldwide - not just to China - giving Washington unprecedented gatekeeper power over global AI development.
