NEW · STRATEGIC ANALYSIS · 8 NOV 2026
What the 2026 U.S. Midterms Mean for the AI Industry
New political pressure puts data-centre power, permits and public consent at the centre of U.S. AI infrastructure planning.
Read the analysis →USE AI. UNDERSTAND THE RACE.
The AI Power Race
Original analysis of the chips, models, infrastructure and strategic choices shaping US–China AI competition.
RESEARCH SPOTLIGHT · 5 NOV 2026
Can America Stop China’s Chip Revolution? New Research Reveals the Paradox of Technological Restrictions
New research explains how constraints can both slow progress and encourage technological independence.
Read the story →THE AI MARKET LENS · 5 NOV 2026
What export controls cost—and what substitutes are worth
Weekly analysis of market access, technological substitution and the infrastructure bill.
Read the story →Explore The AI Power Race
Research Spotlight
Published academic research, its significance and its limits.
Read the story →The AI Market Lens
Weekly analysis of companies, investment and strategic competition.
Read the story →Model ecosystems and strategic analysis
Our previous model coverage remains available as part of this section, with its original evidence dates.
- AI news and insights: U.S.–China competition and chips
- Find your nextAI advantage.
- Malaysia chip seizure puts AI supply-chain enforcement in focus
- Putting AI to work on flood preparedness
- AI agents are turning the chip race into a whole-system competition
- U.S.–China AI chip controls: the January 2026 licensing shift
- The AI chip race runs through logistics, not just laboratories
- Open weights and AI model licensing: what access means
- Malaysia chip seizure puts AI supply-chain enforcement in focus
- AI benchmarks explained: overall scores versus task performance
- Oracle and NVIDIA expand the infrastructure behind AI agents
- Kimi K3 model spotlight: capability scores in context
- Claude Opus 5.5: when an overall contender is worth the cost
- Open-weight vs closed AI models: how to choose
- Qwen3-Coder-Next: a coding specialist, not an automatic overall winner