Decision Intelligence

Decision Intelligence

The Global AI State of Play: US Giants, Chinese Rivals, and Chip Wars

A complete breakdown of this month's critical shifts—including leaked memos, sovereign cloud winners, robot mishaps, radical open models, and even a serious rethinking of GDPR

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Cassie Kozyrkov
Nov 26, 2025
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Come for the AI geopolitics, stay for the robot comedy! Before we dive in, a quick ad break:

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AI Power Moves from the Usual Suspects

Last week’s newsletter took you through US AI’s movers and sh…

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