[An Kang-seop AI Insight] U.S.-China AI Hegemony Competition... Who Is Locking What?

Tracking recent news reveals a common thread: all parties are attempting to secure critical assets. On July 20, Bloomberg reported China's Z.AI completed a 1-gigawatt data center using domestic chips. The U.S. and China then unveiled conflicting strategies—Washington discussed export controls on AI model weights and chip designs, while NVIDIA's CEO defended Chinese models. Meanwhile, Chinese regulators reportedly seek to restrict the export of AI model weights and training data, mirroring U.S. policies. These actions reflect deeper competition over intellectual property and technological dominance.