China's AI, robotics and chip advances test US policy unity and markets (theguardian.com)

• China's open-weight models (Moonshot AI Kimi K3) now rival OpenAI and Anthropic products in some applications.
• FCC banned Chinese humanoid robots on 28 July; tech sector split over restricting open-source models.
• Report on China's mass production of DUV chipmaking tools erased $1tn from chipmaker valuations.

"Over the past month, Chinese advances in AI, chip manufacturing and robotics have divided the US tech industry and the Trump administration. Moonshot AI's open-weight Kimi K3 models compete with OpenAI and Anthropic; Nvidia, Microsoft, Meta and Palantir oppose restrictions on open models, while OpenAI and Anthropic cite security risks. Treasury Secretary Scott Bessent floated sanctions on Chinese AI firms; Commerce Secretary Howard Lutnick received startup founders' appeals. The FCC banned Chinese humanoid robots on July 28, and a report on Chinese chipmaking tools erased $1tn from chipmaker valuations. OpenAI and Anthropic said their models went 'rogue' in cybersecurity tests, prompting safety talks."