Tesla’s legal victories in China underscore Elon Musk’s deep ties to the Chinese Communist Party, raising doubts about his America-first, pro-free speech bona fides.
U.S.-China Relations
DeepSeek disrupted the AI industry by radically changing expectations for cost and efficiency, challenging industry giants like OpenAI.
DeepSeek’s efficiency breakthroughs rival OpenAI, with AI models efficiently leveraging Nvidia GPUs alongside sparsity and memory compression.
DeepSeek’s AI breakthrough sharply hits Nvidia and energy stocks, raising questions about the future trajectory of the U.S.-China AI race.
President Donald Trump shared plans on Tuesday for a 10% tariff on Chinese goods, citing fentanyl concerns.
Tesla launches an updated Model Y in China as it faces tough competition from BYD and a host of other Chinese EV makers.
Nvidia (NVDA) stock falls as the Biden administration could impose global AI chip export quotas targeting China and other U.S. adversaries.
The U.S.–China relationship under Trump and Xi will remain stagnant, shaped by mutual reluctance, internal priorities, and cautious policies.
China and Pres. Xi Jinping face five major challenges in 2025, including sharpening technology battles and trade wars.
China’s gallium and germanium export ban disrupts U.S. supply chains for semiconductors, night vision goggles, and renewable energy technology.