Stanford's 2026 AI Index puts US lead over China at 2.7% as DeepSeek V4 stalls
Stanford's 2026 AI Index just put the US lead over China at 2.7 percent on the Arena Leaderboard. That is barely outside the margin of error. But the story nobody is printing is what Chinese labs are doing with the win. Alibaba and Zhipu are quietly shutting their doors on open source. DeepSeek's long-awaited V4 has gone dark on Huawei silicon. The scoreboard says China caught up. The labs that closed the gap are walking away from the playbook that closed it.
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