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US Commerce Secretary Howard Lutnick told ASML executives that the Trump administration believes EUV-related chipmaking gear may have reached China in violation of export controls. ASML denies any such transfer and says it has never shipped EUV equipment to China.
At G7 in Evian, Altman, Amodei, and Hassabis pitched world leaders on a US-led international AI governance body, chip trade restrictions on China, and controlled access to frontier models.
The EU Commission has warned that Washington's Anthropic export ban is discriminatory against allies, as European politicians demand AI sovereignty and Dario Amodei heads to the G7 in France.
Commerce Secretary Lutnick ordered Anthropic to disable its two most powerful models worldwide - the first US export control directive ever issued against a commercial LLM.
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.
