According to DeepLearning.AI, Andrew Ng’s latest letter in The Batch provides a detailed analysis of China’s rapid advancements in open-weights AI models and domestically produced chips, exploring whether these gains could enable China to surpass the US in AI leadership (source: DeepLearning.AI, August 1, 2025). Ng cites concrete performance metrics demonstrating significant improvements in China’s large language models and highlights the scaling of home-grown chip manufacturing as a pivotal factor. He also discusses the impact of Washington’s new AI action plan, which aims to enhance US competitiveness through targeted investment and regulatory support. The analysis underscores that while China’s momentum is formidable, strategic US policy shifts and ongoing innovation remain critical for maintaining global AI leadership. This development presents new business opportunities for startups and enterprises seeking to leverage open-weights AI and custom hardware in both markets.