Introduces Brad Smith's warning about China's momentum in AI and transitions to Deirdre Bosa for analysis.

Summarizes Brad Smith's core warning: Chinese AI models are gaining global adoption, and if the US slows down, China could close the technology gap faster than expected.

Frames Smith's comments as a calculated move by US Big Tech to weaponize national security concerns to counter domestic regulatory friction and press for speed and flexibility.

Cites a Microsoft report showing Chinese open-source models like DeepSeek gaining significant market share outside the West (Russia, Africa) and 6-10% in North America.

Notes the two-sided narrative: US tech talks up the China risk to influence policy, while Chinese executives downplay progress to potentially gain access to restricted Nvidia chips.