US-China Tech and Supply Chain Rivalry

AI rivalry intensifies: Chinese model Kimi K3 matches Claude, sparking distillation debate; Trump tech advisor threatens sanctions. Critical minerals executive order signed; $10B invested in domestic supply chains. Aires Tide AI-designed nuclear test vehicle. China weighs tighter export controls on AI models and chips. USCC fact-finding trip to China. TSMC $100B additional US investment. New analysis on China's nuclear clock tech for submarine navigation could shift ASW balance.