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This explainer examines how U.S. export restrictions on advanced AI systems are creating a fragmented global AI landscape, enabling Asian startups to develop competing models without regulatory constraints.
Microsoft has quietly become the main supplier of OpenAI models in China, while OpenAI and Anthropic keep their own models out of the market due to intellectual-property and misuse concerns.
Anthropic's sudden shutdown of its advanced AI models following US White House demands has sparked international concern and highlighted the growing tensions between AI development and national security policies.
Andreessen Horowitz’s latest Top 100 AI consumer apps list shows ChatGPT still leading but users are increasingly shopping around, with global adoption fracturing along geopolitical lines.