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Why the US-China AI race won’t be won any time soon

For all the hype, both superpowers remain trapped by choke points – one in rare earths, the other in lithography – that won’t budge for a while.

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Both superpowers remain trapped by their respective choke points, and that status quo may endure for a while.

Both superpowers remain trapped by their respective choke points, and that status quo may endure for a while.

PHOTO: ISTOCKPHOTO

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From the United States this year has come a blizzard of words and initiatives meant to signal that it is in full kitchen-sink mode on artificial intelligence (AI) – and on the battle for pre-eminence over China.

This has been even more pronounced since the shock of the AI “Sputnik moment”, when the Chinese firm DeepSeek shot to fame, seemingly out of the blue, earlier this year, with models rivalling American ones.

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