Donald Trump's visit to China marked a transition from open confrontation to managed competition, focusing on predictability and stability. Facing the global costs of tensions, both countries seek damage control. Xi Jinping proposed a "relationship of strategic stability," prioritizing cooperation within manageable limits. For Beijing, the goal is to institutionalize mechanisms to prevent escalations, securing economic growth and investment flows.

The progress of companies like DeepSeek illustrates how China already acts as a direct competitor and, in some aspects, a disruptive force in the development of advanced models. By launching systems with performance comparable to Western leaders but at significantly lower costs, the company challenges one of the United States’ main structural advantages: the ability to mobilize large volumes of capital and infrastructure for innovation