https://digitalassetradar.com/tags/china-ai/Recent content in China Ai on Digital Asset RadarHugoen-usWed, 22 Jul 2026 14:40:32 +0000https://digitalassetradar.com/analysis/china-winning-ai-race/Wed, 22 Jul 2026 14:40:32 +0000https://digitalassetradar.com/analysis/china-winning-ai-race/<p>Is China winning the AI race? On the metric that decides which models the world actually builds on — raw usage — the answer as of July 2026 is increasingly yes. Chinese open models now process the majority of traffic on OpenRouter, the largest marketplace developers use to plug into AI systems, and they do it at prices US frontier labs cannot match. But volume is not the same as value, and the gap between those two words is the whole story.</p>https://digitalassetradar.com/analysis/when-will-the-ai-bubble-pop/Wed, 15 Jul 2026 07:10:25 +0000https://digitalassetradar.com/analysis/when-will-the-ai-bubble-pop/<p>Nobody can say exactly when the AI bubble will pop, but the data points to a trigger that arrives before companies stop spending: the moment enough investors stop believing the story. As of July 2026, the clearest early signs are a hyperscaler pulling back capital expenditure, credit spreads widening, falling AI token prices, and China&rsquo;s cheap open-source models eroding the profits the whole trade is priced on.</p>