The drama between the Pentagon and our AI companies is highlighting the broader risk for the U.S.

That China's unified strategy in military AI will give it the ultimate edge.

Dearja Bosa has more in today's tech check. Deirdre?

Hey, Kelly. So the AI trade, it was built on a core assumption, American dominance.

But that is falling apart just as geopolitics are picking up.

And Wall Street is noticing.

Investors have already been asking whether the trillions of dollars being poured into

American AI infrastructure will pay off.

Now at this, the American AI lab is supposed to justify that spending, are fighting with

the Pentagon.

They're fighting with each other.

And they're losing users to Chinese competitors in real time.

The government, of course, not helping instead of building a coherent national AI strategy,

the Pentagon is blacklisting American companies over safety guard rails while fast-tracking a deal that even the winner admits was rushed.

Now, even worse, America's AI infighting over the last few days, it is accelerating

this shift. When Claude crashed Monday after hitting number one on the app store, an executive

at Chinese AI Lab, Jeepoo, posted that traffic to their model was surging to absorb the users.

Then Deepseek saw its U.S. downloads jump 20% in a single day, according to Censor Tower data.

And, of course, its next major model is expected next time to China's biggest political meetings of the year.

You also had a meal Michael under Secretary of Defense.

He was on our air this morning, essentially writing off Anthropic, one of America's top AI labs.

The contrast, Kelly, with China's unified strategy, it could not be starker coming out of the events of the last few days.

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