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This week in AI: Two stories this week, connected by one word: open. A Chinese open-weight model helped touch off the worst week for chip stocks since April, as investors finally asked what $725 billion in AI capex is buying. Updated 2026-07-20
A government switched off an AI model. The chipmakers won the quarter. The whole quarter mapped into six forces — every claim sourced. Free, 12-minute read.
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#515 China's AI is redrawing the AI race
Two stories this week, connected by one word: open. A Chinese open-weight model helped touch off the worst week for chip stocks since April, as investors finally asked what $725 billion in AI capex is buying. Days later, when an autonomous agent breached Hugging Face, its own defenders were locked out by US frontier-model guardrails and ran the forensics on an open Chinese model instead. On both fronts the closed American frontier bet had a bad week, and open weight was the common winner. Meanwh...