Chips, theft and a shutdown: The US-China AI race is turning into a geopolitical thriller

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Theft. Rivalry. Restrictions. Espionage. And declarations. The US and China artificial intelligence race has all the trappings of a thriller – one that now appears to be coming to a head.

Released last month by Beijing-based Z.ai, AI model GLM-5.2 has publicly drawn admiration from Silicon Valley. The surrounding buzz is on the model’s ability to complete complex tasks with minimal prompts and rivals its US counterparts at a fraction of their cost.

Some have called it a “mini DeepSeek moment”, a reference to January 2025, when China released the chatbot that took the US-dominated AI industry and markets world-over by surprise. China, it turned out, could develop cutting edge AI without advanced Nvidia chips – on which US’s ChatGPT and Claude rely, and which have deliberately been kept out of Beijing’s reach.

Also read: Negotiating AI paradigms

China closing the gap?

GLM-5.2 currently ranks fifth on Artificial Analysis’ intelligence...

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Sources: Anthropic moves to close loopholes that let Chinese firms like Ant use its models via workarounds including cloud providers and overseas subsidiaries

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