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China's Parallel AI Stack Is Generating Real Revenue; Western Containment Faces Limits

The global AI industry is bifurcating into distinct sovereign stacks, with export controls, domestic procurement mandates, and model-hardware co-optimisation accelerating divergence — raising strategic questions about the long-term effectiveness of technology containment and the durability of a US-led AI infrastructure standard.

2 signals tracked

  1. Cambricon revenues double; SenseTime targets inference layer free of NVIDIA

  2. China's vertical integration strategy creates asymmetric advantages that export controls cannot easily address