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The U.S. lead appears to be extra on the order of months than years. Second, China appears to be closer to the United States in AI capabilities than some experts thought, regardless of in depth U.S. China has lengthy used its anti-trust regime as a tool for focused retaliation in opposition to the U.S. China may be caught at low-yield, low-volume 7 nm and 5 nm manufacturing with out EUV for many extra years and be left behind as the compute-intensiveness (and therefore chip demand) of frontier AI is set to increase one other tenfold in just the following yr.