What changed
The strongest new open-source model in the US would only rank seventh in China. That is the real scoreboard for open-weight LLMs now.
Houmo AI is pushing 2D CIM now and 3D CIM next. Edge AI agents need compute-in-memory, not just cloud GPUs.
Unitree leads TIME's Best Inventions of 2026. Lenovo, Honor, TCL and Ant also make the list. Chinese AI hardware is everywhere.
The trade: China is building the cheap edge AI stack, 29,900 yuan laptops, 100B+ on-device models, CIM chips, and robots. OpenAI and Anthropic putting $100M into mathematicians shows the US still pays up for AGI brainpower.