US-China AI Performance Gap Narrows to All-Time Low of 3%

Bloomberg Intelligence analyzed that the US-China AI performance gap has narrowed to an all-time low of 3%, plunging from 15% earlier this year following the release of DeepSeek V4.1 Flash. China's export controls on indium phosphide have driven up prices of core wafers for optical transceivers by 250%, with the global shortage exceeding 70% and worsening optical interconnect bottlenecks in AI data centers. Produced and provided by lawyer Kyungjin Kim.

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