From Chips to Code: The U.S.-China AI Race Changes Lanes

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From Chips to Code: The U.S.-China AI Race Changes Lanes

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U.S.-China AI rivalry shifts from chips to code as Beijing sets its sights on AI model control
AI agents promised to end corporate drudgery — in Shanghai, they just added a new layer of management
Rokid opens the smart-glasses sector's first unstaffed store in Hong Kong, and the trial beat expectations

A Eye on AI - 12:30 PM
The U.S.-China AI rivalry is moving from semiconductors to software, with Beijing pushing to shape how AI models themselves are governed. This episode breaks down a CNAS report on how artificial general intelligence could reshape the balance of power, and tracks Chinese prodigy Chen Guangyu from Moonshot AI's Kimi K3 team to Silicon Valley. On the business beat, AI agents are creating more work — including a Shanghai standoff — and a Tencent Cloud probe of Alibaba's Amap raised safety questions. Plus: how AI sovereignty and America's 5,000-plus data centers put the compute backbone in U.S. hands, a Pentagon review co-chaired by Elon Musk, and Rokid's unstaffed smart-glasses store in Hong Kong that's beating expectations.

Sources:
- chosun.com: https://www.chosun.com/english/industry-en/2026/10/18/7KWN37BAIFBTPBI5IYWJL6PPTM/
- chosun.com: https://www.chosun.com/english/industry-en/2026/10/19/VBHG4I4SCRF4HFRJF6YZXNAFXQ/
- venturesquare.net: https://www.venturesquare.net/en/1120787/
- en.sedaily.com: https://en.sedaily.com/international/2026/10/18/teen-prodigy-behind-kimi-breakthrough-leaves-moonshot-ai
- cdotrends.com: https://www.cdotrends.com/story/5163/ai-sovereignty-next-frontier-global-power
- SCMP — Asia: https://www.scmp.com/news/china/military/article/3371286/china-urged-copy-pentagons-hi-tech-warfare-project-without-us-conflicts-interest?utm_source=rss_feed
- SCMP — Business (Greater China): https://www.scmp.com/tech/big-tech/article/3371246/ai-promise-was-automation-reality-managing-digital-workers?utm_source=rss_feed
- SCMP — Business (Greater China): https://www.scmp.com/tech/tech-trends/article/3371300/rokid-launches-no-mans-land-retail-experience-hong-kong-flagship-store-opening?utm_source=rss_feed

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