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Serenity: The Sino-US AI competition has shown characteristics of a "modern Cold War," and the interdependence of supply chains may no longer be able to contain the escalation of confrontation.

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ME News, June 30 (UTC+8), Serenity published an analysis stating that it is hard to imagine a sharp decline in capital expenditure by U.S. AI hyperscalers from Google to Meta, because Chinese companies such as 360 have claimed to possess "cyber nuclear weapons of the AI era" capable of attacking Western corporate and government systems (previously, 360 founder Zhou Hongyi likened Anthropic's Mythos model to "AI cyber nuclear weapons" and later claimed to have developed a Chinese version with equivalent capabilities). Serenity believes we may be witnessing a "modern Cold War," but the contest is no longer over nuclear stockpiles; instead, it revolves around superintelligence with both offensive and defensive capabilities, unfolding across multiple fronts simultaneously, including supply chain export control games among Chinese, Japanese, and U.S. hyperscalers. She also points out a paradox: all parties remain deeply interdependent—the U.S. relies on China for rare earths and raw materials, while China relies on the West for EUV lithography, EDA tools, and precision substrates. This is precisely why an "exchange relationship" persists between AI chip exports to China from companies like NVIDIA and AMD and the supply of rare earth magnets, and why the U.S. must urgently build its own rare earth supply chain without provoking key allies like ASML (Netherlands) and Ulvac (Japan) through tariffs, lest it lose bargaining power. Serenity warns that as China's self-sufficiency grows, the deterrence effect of supply chain interdependence in curbing escalation is becoming increasingly fragile, which could become the tipping point for loss of control. Click the original link below to join the Dynamic Insight · Feishu AI News channel for 24/7 global AI news and updates. (Source: BlockBeats)
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