China's next deep seek moment, it won't be another AI model.

The United States doesn't want to participate in China.

Huawei's got China covered and Huawei's got everybody else covered.

Instead, it's their AI hardware that's catching up, and that may matter more.

Some of these new Chinese models are really like surprising everyone as well. Further ahead, much lower cost, trained without the super expensive chips.

They're nanoseconds behind us.

Nanoseconds behind us.

New and relatively unknown chip makers are raising billions and gaining adoption.

China's IPO market seen a revival driven by some new AI names.

There's an ecosystem there that is now betting on domestic Chinese chip firms such as

Huawei, more threads, CamberCon.

A leg up over the U.S. on energy and scaling compute fast.

China power generation looks like a rocket going to orbit.

Forcing both Washington and the chip industry to confront a new reality.

And the president's perspective is that the technology, the American technology stack,

he wants the developers in China to also be using the American technology stack.

I'm Drabosa with the take.

One year after DeepSeek upended the AI landscape,

China is running the playbook again.

China has a major handicap in the global AI race.

Limited access to the most advanced AI chips

thanks to U.S. restrictions that has forced AI labs like DeepSeek to find workarounds

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