{
  "updated": "2026-08-20T13:16:55.935Z",
  "version": 4,
  "chapters": [
    {
      "id": "divide",
      "start": 0,
      "label_en": "The divide",
      "label_zh": "分界线",
      "description_en": "An empty field, then the meridian: US ecosystem left, Chinese ecosystem right, shared suppliers on the line.",
      "description_zh": "先是空场，然后是子午线：美国生态在左，中国生态在右，双方共用的供应商落在线上。",
      "edge_types": []
    },
    {
      "id": "frontier",
      "start": 0.2,
      "label_en": "The frontier goes multipolar",
      "label_zh": "前沿走向多极",
      "description_en": "Both blocs light up at once. Claude Opus 5 launched 24 July 2026 and tops the independent intelligence index at 61; Kimi K3 sits within four points of it.",
      "description_zh": "两个阵营同时点亮。Claude Opus 5 于 2026 年 7 月 24 日发布，以 61 分居第三方智能指数首位；Kimi K3 与之相差四分以内。",
      "edge_types": []
    },
    {
      "id": "capital",
      "start": 0.4,
      "label_en": "Capital picks ecosystems",
      "label_zh": "资本选择生态",
      "description_en": "US private AI investment runs about 23x China's, offset by state-guided funds; the open-weight coalition and cloud ties decide distribution.",
      "description_zh": "美国私人 AI 投资约为中国的 23 倍，由政府引导基金部分抵补；开放权重联盟与云绑定决定分发格局。",
      "edge_types": [
        "investment",
        "platform",
        "distribution",
        "coalition"
      ]
    },
    {
      "id": "chokepoints",
      "start": 0.6,
      "label_en": "Every model lands on a chokepoint",
      "label_zh": "每个模型都落在咽喉环节",
      "description_en": "Cloud, accelerators, custom silicon, HBM and foundry cross the meridian. Advanced-die capacity still runs 35-38x in the US bloc's favour.",
      "description_zh": "云、加速器、定制芯片、HBM 与晶圆代工跨过子午线。先进裸片产能仍以约 35–38 倍的差距倾向美国阵营。",
      "edge_types": [
        "cloud",
        "compute",
        "silicon",
        "memory",
        "manufacturing",
        "supply"
      ]
    },
    {
      "id": "system",
      "start": 0.8,
      "label_en": "One system, two blocs",
      "label_zh": "一套系统，两个阵营",
      "description_en": "The complete network holds for inspection. Select any node to trace its products and source-backed relationships across the divide.",
      "description_zh": "完整网络保持可查阅。选择任一节点，即可追踪其产品与跨越分界的、有来源支持的关系。",
      "edge_types": []
    }
  ],
  "nodes": [
    {
      "id": "anthropic",
      "label": "Anthropic",
      "country": "US",
      "logo": "/assets/sectors/logos/anthropic.svg",
      "kind": "model",
      "stage": "models",
      "reveal": 0.18,
      "color": "#F29A76",
      "products": [
        "Claude Opus 5",
        "Claude Fable 5",
        "Claude Sonnet 5",
        "Claude Code"
      ],
      "summary_en": "Claude Opus 5 launched 24 July 2026 at $5/$25 per 1M tokens and tops the independent Artificial Analysis Intelligence Index at 61, superseding Opus 4.8 as the latest Opus release.",
      "summary_zh": "Claude Opus 5 于 2026 年 7 月 24 日发布，定价每百万 token 输入 5 / 输出 25 美元，在第三方 Artificial Analysis 智能指数以 61 分居首，已取代 Opus 4.8 成为最新 Opus。",
      "source": "https://www.anthropic.com/news/claude-opus-5"
    },
    {
      "id": "openai",
      "label": "OpenAI",
      "country": "US",
      "logo": "/assets/sectors/logos/openai.svg",
      "kind": "model",
      "stage": "models",
      "reveal": 0.2,
      "color": "#74E0C1",
      "products": [
        "GPT-5.6",
        "ChatGPT",
        "Codex",
        "Frontier"
      ],
      "summary_en": "Model and product platform spanning consumer assistants, coding agents and enterprise AI.",
      "summary_zh": "覆盖消费级助手、编程智能体与企业 AI 的模型和产品平台。",
      "source": "https://openai.com/"
    },
    {
      "id": "meta",
      "label": "Meta AI",
      "country": "US",
      "logo": "/assets/sectors/logos/meta.svg",
      "kind": "model",
      "stage": "models",
      "reveal": 0.22,
      "color": "#57A7FF",
      "products": [
        "Muse Spark 1.1",
        "Meta AI",
        "Muse Image",
        "AI glasses"
      ],
      "summary_en": "Muse Spark 1.1 powers Meta AI and adds planning and action-taking across Meta's consumer surfaces.",
      "summary_zh": "Muse Spark 1.1 为 Meta AI 提供能力，并把规划与代执行扩展到 Meta 的消费产品界面。",
      "source": "https://about.fb.com/news/2026/07/meta-ai-muse-spark-doesnt-just-think-it-acts/"
    },
    {
      "id": "zhipu",
      "label": "Zhipu AI",
      "country": "CN",
      "logo": "/assets/sectors/logos/zhipu.svg",
      "kind": "model",
      "stage": "models",
      "reveal": 0.24,
      "color": "#B99CFF",
      "products": [
        "GLM-5.2",
        "GLM Coding Plan",
        "BigModel MaaS",
        "AutoGLM"
      ],
      "summary_en": "China-based GLM model ecosystem spanning open weights, coding and multimodal agents.",
      "summary_zh": "覆盖开源权重、编程与多模态智能体的中国 GLM 模型生态。",
      "source": "https://docs.bigmodel.cn/cn/update/new-releases"
    },
    {
      "id": "alibaba",
      "label": "Alibaba Qwen",
      "country": "CN",
      "logo": "/assets/sectors/logos/alibaba.svg",
      "kind": "model",
      "stage": "models",
      "reveal": 0.26,
      "color": "#FFBD73",
      "products": [
        "Qwen3.8 Max",
        "Qwen App",
        "Model Studio",
        "Qwen Cloud"
      ],
      "summary_en": "Qwen connects Alibaba Cloud APIs, consumer agents and strategic investment in Chinese frontier labs.",
      "summary_zh": "Qwen 把阿里云 API、消费智能体与对中国前沿实验室的战略投资连接起来。",
      "source": "https://www.alibabacloud.com/help/en/model-studio/what-is-model-studio"
    },
    {
      "id": "moonshot",
      "label": "Moonshot AI",
      "country": "CN",
      "logo": "/assets/sectors/logos/moonshot.png",
      "logo_bg": "#111216",
      "kind": "model",
      "stage": "models",
      "reveal": 0.28,
      "color": "#F3A4FF",
      "products": [
        "Kimi K3",
        "Kimi Code",
        "Kimi Agent",
        "Open Platform"
      ],
      "summary_en": "Kimi K3 is Moonshot's 2.8T-parameter, million-context frontier model announced on 16 July 2026.",
      "summary_zh": "Kimi K3 是月之暗面于 2026 年 7 月 16 日发布的 2.8 万亿参数、百万上下文前沿模型。",
      "source": "https://www.moonshot.ai/"
    },
    {
      "id": "openweights",
      "label": "Open Weights Coalition",
      "country": "US",
      "logo": "/assets/sectors/logos/open-secure-ai-alliance.png",
      "logo_bg": "#ffffff",
      "plate_scale": 1.7,
      "kind": "initiative",
      "stage": "initiative",
      "reveal": 0.38,
      "color": "#E8FF8A",
      "products": [
        "25 signatories",
        "Open models",
        "Competition",
        "Sovereign deployment"
      ],
      "summary_en": "Twenty-five organizations signed “Open Weights and American AI Leadership” on 24 July 2026.",
      "summary_zh": "25 家机构于 2026 年 7 月 24 日签署《开放权重与美国 AI 领导力》联合信。",
      "source": "https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/"
    },
    {
      "id": "amazon",
      "label": "Amazon / AWS",
      "country": "US",
      "mark": "aws",
      "kind": "cloud",
      "stage": "cloud",
      "reveal": 0.52,
      "color": "#68D8FF",
      "products": [
        "AWS Bedrock",
        "Trainium3",
        "Project Rainier",
        "Claude Platform on AWS"
      ],
      "summary_en": "Cloud, custom silicon and distribution partner linking frontier models to enterprise workloads.",
      "summary_zh": "通过云、定制芯片与企业分发把前沿模型连接到真实工作负载。",
      "source": "https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai"
    },
    {
      "id": "google",
      "label": "Google Cloud",
      "country": "US",
      "logo": "/assets/sectors/logos/google.svg",
      "kind": "cloud",
      "stage": "cloud",
      "reveal": 0.54,
      "color": "#70C7FF",
      "products": [
        "Vertex AI",
        "TPU",
        "Google Cloud",
        "Gemini"
      ],
      "summary_en": "Cloud and TPU platform used to train, scale and distribute frontier models.",
      "summary_zh": "用于训练、扩展和分发前沿模型的云与 TPU 平台。",
      "source": "https://www.anthropic.com/news/anthropic-partners-with-google-cloud"
    },
    {
      "id": "microsoft",
      "label": "Microsoft",
      "country": "US",
      "mark": "msft",
      "kind": "cloud",
      "stage": "cloud",
      "reveal": 0.5,
      "color": "#64E2E7",
      "products": [
        "Azure",
        "Microsoft Foundry",
        "Microsoft 365 Copilot",
        "Azure OpenAI"
      ],
      "summary_en": "Cloud, product and enterprise distribution layer across multiple frontier-model ecosystems.",
      "summary_zh": "横跨多个前沿模型生态的云、产品与企业分发层。",
      "source": "https://openai.com/index/continuing-microsoft-partnership/"
    },
    {
      "id": "nvidia",
      "label": "NVIDIA",
      "country": "US",
      "logo": "/assets/sectors/logos/nvidia-wordmark.png",
      "logo_bg": "#ffffff",
      "plate_scale": 1.2,
      "kind": "compute",
      "stage": "compute",
      "reveal": 0.58,
      "color": "#C9F36A",
      "products": [
        "Vera Rubin",
        "CUDA",
        "NVLink",
        "Spectrum-X"
      ],
      "summary_en": "Accelerated-compute platform connecting model roadmaps to AI factories and memory suppliers.",
      "summary_zh": "把模型路线图、AI 工厂与存储供应商连接起来的加速计算平台。",
      "source": "https://nvidianews.nvidia.com/news/vera-rubin-full-production-agentic-ai-factory"
    },
    {
      "id": "huawei",
      "label": "Huawei",
      "country": "CN",
      "logo": "/assets/sectors/logos/huawei.svg",
      "kind": "compute",
      "stage": "compute",
      "reveal": 0.6,
      "color": "#F48FB1",
      "products": [
        "Ascend",
        "ModelArts Studio",
        "ModelArts",
        "Atlas"
      ],
      "summary_en": "Domestic accelerator and cloud stack for foundation-model access, training and deployment.",
      "summary_zh": "面向基础模型调用、训练与部署的国产加速器和云计算栈。",
      "source": "https://www.huaweicloud.com/intl/en-us/product/modelarts.html"
    },
    {
      "id": "broadcom",
      "label": "Broadcom",
      "country": "US",
      "logo": "/assets/sectors/logos/broadcom.svg",
      "kind": "silicon",
      "stage": "silicon",
      "reveal": 0.64,
      "color": "#FF8BB8",
      "products": [
        "Custom AI accelerators",
        "Tomahawk 6",
        "Ethernet fabric",
        "CoWoS systems"
      ],
      "summary_en": "Custom accelerators and Ethernet networking for scale-up and scale-out AI clusters.",
      "summary_zh": "面向 AI 集群纵向与横向扩展的定制加速器和以太网网络。",
      "source": "https://openai.com/index/openai-and-broadcom-announce-strategic-collaboration/"
    },
    {
      "id": "micron",
      "label": "Micron",
      "country": "US",
      "logo": "/assets/sectors/logos/micron.svg",
      "kind": "memory",
      "stage": "memory",
      "reveal": 0.69,
      "color": "#FFD36A",
      "products": [
        "HBM4",
        "SOCAMM2",
        "9650 PCIe 6.0 SSD"
      ],
      "summary_en": "High-bandwidth memory and storage designed around next-generation AI compute platforms.",
      "summary_zh": "围绕下一代 AI 计算平台协同设计的高带宽存储与数据存储产品。",
      "source": "https://investors.micron.com/news-releases/news-release-details/micron-high-volume-production-hbm4-designed-nvidia-vera-rubin"
    },
    {
      "id": "skhynix",
      "label": "SK hynix",
      "country": "KR",
      "logo": "/assets/sectors/logos/sk-hynix.svg",
      "kind": "memory",
      "stage": "memory",
      "reveal": 0.71,
      "color": "#FFE18F",
      "products": [
        "HBM4",
        "cHBM",
        "SOCAMM2",
        "AI SSD"
      ],
      "summary_en": "AI-memory supplier co-developing future memory against NVIDIA's infrastructure roadmap.",
      "summary_zh": "围绕 NVIDIA 基础设施路线图共同开发下一代存储的 AI 内存供应商。",
      "source": "https://news.skhynix.com/multi-year-tech-partnership-with-nvidia/"
    },
    {
      "id": "cxmt",
      "label": "CXMT",
      "country": "CN",
      "logo": "/assets/sectors/logos/cxmt.svg",
      "kind": "memory",
      "stage": "memory",
      "reveal": 0.73,
      "color": "#7EF0DC",
      "products": [
        "DDR5",
        "LPDDR5X",
        "DRAM",
        "STAR Market IPO"
      ],
      "summary_en": "China's largest DRAM specialist received IPO registration approval and priced its STAR Market offering in July 2026.",
      "summary_zh": "中国最大的 DRAM 专业厂商已获 IPO 注册批准，并于 2026 年 7 月完成科创板发行定价。",
      "source": "https://english.sse.com.cn/news/newsrelease/voice/c/c_20260716_10825660.shtml"
    },
    {
      "id": "tsmc",
      "label": "TSMC",
      "country": "TW",
      "logo": "/assets/sectors/logos/tsmc.svg",
      "kind": "manufacturing",
      "stage": "manufacturing",
      "reveal": 0.76,
      "color": "#A7B5FF",
      "products": [
        "CoWoS",
        "3DFabric",
        "SoIC",
        "Leading-edge foundry"
      ],
      "summary_en": "Foundry and advanced-packaging layer turning custom silicon and HBM into deployable systems.",
      "summary_zh": "把定制芯片与 HBM 变成可部署系统的晶圆制造和先进封装层。",
      "source": "https://3dfabric.tsmc.com/english/dedicatedFoundry/technology/cowos.htm"
    },
    {
      "id": "tencent",
      "label": "Tencent",
      "country": "CN",
      "logo": "/assets/sectors/logos/tencent.png",
      "logo_bg": "#000000",
      "logo_crop": {
        "x": 0.08,
        "y": 0.18,
        "width": 0.84,
        "height": 0.64
      },
      "plate_scale": 1.3,
      "kind": "platform",
      "stage": "platform",
      "reveal": 0.44,
      "color": "#7CE6C8",
      "products": [
        "Tencent Cloud",
        "Hunyuan",
        "WeChat",
        "Strategic investment"
      ],
      "summary_en": "Strategic investor, cloud buyer and distribution ecosystem spanning models, memory and consumer platforms.",
      "summary_zh": "横跨模型、存储与消费平台的战略投资者、云采购方和分发生态。",
      "source": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0108/sehk25121901700.pdf"
    },
    {
      "id": "apple",
      "label": "Apple",
      "country": "US",
      "logo": "/assets/sectors/logos/apple.svg",
      "kind": "platform",
      "stage": "platform",
      "reveal": 0.46,
      "color": "#E7E8EA",
      "products": [
        "Apple Intelligence",
        "Siri AI",
        "iPhone",
        "Private Cloud Compute"
      ],
      "summary_en": "Device distribution layer where regional model partnerships become system-level experiences.",
      "summary_zh": "把区域模型合作转化为系统级体验的终端分发层。",
      "source": "https://www.apple.com/newsroom/topics/apple-intelligence/"
    }
  ],
  "edges": [
    {
      "id": "meta-openweights-coalition",
      "source": "meta",
      "target": "openweights",
      "type": "coalition",
      "reveal": 0.4,
      "strength": 0.74,
      "label_en": "Meta is one of 25 signatories supporting open-weight AI",
      "label_zh": "Meta 是支持开放权重 AI 的 25 家签署方之一",
      "source_url": "https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/"
    },
    {
      "id": "microsoft-openweights-coalition",
      "source": "microsoft",
      "target": "openweights",
      "type": "coalition",
      "reveal": 0.42,
      "strength": 0.72,
      "label_en": "Microsoft co-signed the open-weight leadership letter",
      "label_zh": "Microsoft 联署开放权重领导力联合信",
      "source_url": "https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/"
    },
    {
      "id": "nvidia-openweights-coalition",
      "source": "nvidia",
      "target": "openweights",
      "type": "coalition",
      "reveal": 0.6,
      "strength": 0.72,
      "label_en": "NVIDIA co-signed the open-weight leadership letter",
      "label_zh": "NVIDIA 联署开放权重领导力联合信",
      "source_url": "https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/"
    },
    {
      "id": "alibaba-moonshot-capital",
      "source": "alibaba",
      "target": "moonshot",
      "type": "investment",
      "reveal": 0.4,
      "strength": 0.92,
      "label_en": "Alibaba disclosed a US$0.8B investment for about 36% of Moonshot",
      "label_zh": "阿里披露约 8 亿美元投资，持有月之暗面约 36% 权益",
      "source_url": "https://static.alibabagroup.com/reports/fy2024/ar/ebook/EN/87/index.html"
    },
    {
      "id": "amazon-anthropic-capital",
      "source": "amazon",
      "target": "anthropic",
      "type": "investment",
      "reveal": 0.4,
      "strength": 1,
      "label_en": "$5B new investment; up to $20B more",
      "label_zh": "新增投资 50 亿美元，未来最多再投 200 亿美元",
      "source_url": "https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai"
    },
    {
      "id": "microsoft-openai-capital",
      "source": "microsoft",
      "target": "openai",
      "type": "investment",
      "reveal": 0.42,
      "strength": 1,
      "label_en": "Long-term strategic, IP and Azure partnership",
      "label_zh": "长期战略、知识产权与 Azure 合作",
      "source_url": "https://openai.com/index/continuing-microsoft-partnership/"
    },
    {
      "id": "tencent-zhipu-capital",
      "source": "tencent",
      "target": "zhipu",
      "type": "investment",
      "reveal": 0.44,
      "strength": 0.64,
      "label_en": "Tencent Investment participated in Zhipu's Series B4",
      "label_zh": "腾讯投资参与智谱 B4 轮融资",
      "source_url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0108/sehk25121901700.pdf"
    },
    {
      "id": "apple-alibaba-distribution",
      "source": "apple",
      "target": "alibaba",
      "type": "distribution",
      "reveal": 0.47,
      "strength": 0.86,
      "label_en": "Qwen integration for Apple Intelligence experiences in China",
      "label_zh": "Qwen 集成至中国区 Apple Intelligence 体验",
      "source_url": "https://techcrunch.com/2026/07/15/apple-intelligence-approved-for-launch-in-china-with-alibabas-qwen-ai/"
    },
    {
      "id": "amazon-anthropic-cloud",
      "source": "amazon",
      "target": "anthropic",
      "type": "cloud",
      "reveal": 0.53,
      "strength": 1,
      "label_en": "Primary cloud and training partner; up to 5GW",
      "label_zh": "主要云与训练伙伴，最高 5GW 算力",
      "source_url": "https://www.anthropic.com/news/anthropic-amazon-compute"
    },
    {
      "id": "google-anthropic-cloud",
      "source": "google",
      "target": "anthropic",
      "type": "cloud",
      "reveal": 0.55,
      "strength": 0.76,
      "label_en": "GPU/TPU training, scaling and Vertex AI distribution",
      "label_zh": "GPU/TPU 训练扩展与 Vertex AI 分发",
      "source_url": "https://www.anthropic.com/news/anthropic-partners-with-google-cloud"
    },
    {
      "id": "microsoft-anthropic-distribution",
      "source": "microsoft",
      "target": "anthropic",
      "type": "distribution",
      "reveal": 0.56,
      "strength": 0.68,
      "label_en": "Claude distribution through Microsoft Foundry",
      "label_zh": "通过 Microsoft Foundry 分发 Claude",
      "source_url": "https://claude.com/partners/microsoft-foundry"
    },
    {
      "id": "nvidia-openai-compute",
      "source": "nvidia",
      "target": "openai",
      "type": "compute",
      "reveal": 0.6,
      "strength": 1,
      "label_en": "10GW strategic compute partnership; Vera Rubin roadmap",
      "label_zh": "10GW 战略算力合作与 Vera Rubin 路线图",
      "source_url": "https://openai.com/index/openai-nvidia-systems-partnership/"
    },
    {
      "id": "nvidia-openai-capital",
      "source": "nvidia",
      "target": "openai",
      "type": "investment",
      "reveal": 0.61,
      "strength": 0.92,
      "label_en": "NVIDIA intends to invest progressively with deployment",
      "label_zh": "NVIDIA 计划随部署进度分阶段投资",
      "source_url": "https://openai.com/index/openai-nvidia-systems-partnership/"
    },
    {
      "id": "huawei-zhipu-compute",
      "source": "huawei",
      "target": "zhipu",
      "type": "compute",
      "reveal": 0.62,
      "strength": 0.8,
      "label_en": "Foundation-model access and deployment through Huawei Cloud ModelArts Studio",
      "label_zh": "通过华为云 ModelArts Studio 调用与部署基础模型",
      "source_url": "https://www.huaweicloud.com/intl/en-us/product/modelarts.html"
    },
    {
      "id": "broadcom-openai-silicon",
      "source": "broadcom",
      "target": "openai",
      "type": "silicon",
      "reveal": 0.65,
      "strength": 1,
      "label_en": "10GW co-developed custom accelerators and Ethernet",
      "label_zh": "共同开发 10GW 定制加速器与以太网系统",
      "source_url": "https://openai.com/index/openai-and-broadcom-announce-strategic-collaboration/"
    },
    {
      "id": "nvidia-micron-memory",
      "source": "nvidia",
      "target": "micron",
      "type": "memory",
      "reveal": 0.7,
      "strength": 0.88,
      "label_en": "HBM4 and SOCAMM2 designed for Vera Rubin",
      "label_zh": "为 Vera Rubin 协同设计 HBM4 与 SOCAMM2",
      "source_url": "https://investors.micron.com/news-releases/news-release-details/micron-high-volume-production-hbm4-designed-nvidia-vera-rubin"
    },
    {
      "id": "nvidia-skhynix-memory",
      "source": "nvidia",
      "target": "skhynix",
      "type": "memory",
      "reveal": 0.72,
      "strength": 0.92,
      "label_en": "Multi-year next-generation AI memory partnership",
      "label_zh": "多年期下一代 AI 内存技术合作",
      "source_url": "https://news.skhynix.com/multi-year-tech-partnership-with-nvidia/"
    },
    {
      "id": "tencent-cxmt-supply",
      "source": "tencent",
      "target": "cxmt",
      "type": "supply",
      "reveal": 0.74,
      "strength": 0.96,
      "label_en": "Reported long-term DRAM supply agreement worth more than RMB20B",
      "label_zh": "据报道签署价值逾 200 亿元人民币的长期 DRAM 供货协议",
      "source_url": "https://www.investing.com/news/stock-market-news/exclusivechinas-cxmt-wins-3-billion-memory-supply-deal-with-tencent-sources-say-4764321"
    },
    {
      "id": "broadcom-tsmc-manufacturing",
      "source": "broadcom",
      "target": "tsmc",
      "type": "manufacturing",
      "reveal": 0.77,
      "strength": 0.76,
      "label_en": "CoWoS system and advanced-packaging collaboration",
      "label_zh": "CoWoS 系统与先进封装合作",
      "source_url": "https://3dfabric.tsmc.com/english/dedicatedFoundry/technology/cowos.htm"
    }
  ]
}