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CNBC AI · 2026/7/27 23:00:02

CNBC's The China Connection newsletter: A U.S.-China debate that's becoming bigger than tariffs
AI 中文解读
中美AI竞赛已经超越了传统关税战,成为两国关系的新焦点。北京正利用AI技术逐步扩大国际影响力,而美国则在芯片出口上“卡脖子”。特朗普计划9月与习近平专门讨论AI合作与竞争,说明科技主导权已上升为顶级外交议题。尽管美国限制高端算力,中国近期仍推出了不少开源AI模型,这反映出企业正想尽办法在有限条件下“弯道超车”。对普通人来说,这场竞赛会让AI产品迭代更快——未来你能用上更便宜、更智能的国产大模型服务,比如用中文指令直接让AI写报告、做设计;同时,美国的技术封锁也可能导致部分国际AI工具在国内受限,大家会更依赖本土生态。总之,AI不再是实验室里的概念,它已经像芯片一样,成了普通人感受大国博弈最直接的窗口。
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Monday - Friday, 10:00 - 11:00 SIN/HK | 0400 - 05:00 CETEmily TanThe China ConnectionCNBC's The China Connection newsletter: A U.S.-China debate that's becoming bigger than tariffsPublished Mon, Jul 27 20267:00 PM EDTEvelyn Cheng@in/evelyn-cheng-53b23624@chengevelynWATCH LIVEKey PointsBeijing is increasingly using its AI capabilities to build foreign influence.U.S. President Donald Trump said he will discuss AI with Chinese President Xi Jinping in September.New, open-source Chinese AI model releases still reflect U.S. constraints on computing power.In this article2513-HK688825-SZ688825-SZFollow your favorite stocksCREATE FREE ACCOUNTU.S. and Chinese companies have come to dominate the global artificial intelligence race.Imen Ben Youssef | Afp | Getty ImagesHi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a snapshot of what I'm seeing and hearing from local businesses.As Chinese startups build new artificial intelligence models and more American startups use them, they're raising the stakes for U.S.-China relations.The big storyChina's role in AI is transforming rapidly.President Xi Jinping's AI speech on July 17 and the coinciding release of Claude Fable 5 rival Kimi K3 were just a start. The flurry of U.S. government pushback on Chinese open-source models ignited calls against "premature restrictions" in an open letter Friday from Nvidia's Jensen Huang and more than 20 other tech companies."To me, the release of Kimi K3 has kicked off a hornet's debate in Washington about what to do about Chinese open-weight models," said Ryan Fedasiuk, fellow at the American Enterprise Institute.The debate will soon be tested at a high level.In remarks late last week about a U.S. data center policy, U.S. President Donald Trump said he plans to discuss
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