Global AI Transformation Briefing: Geopolitical Shifts, Capital Volatility, and Competitive Positioning (December 10–17, 2025)
US federal AI preemption accelerates Big Tech. CoreWeave loses $33B in 6 weeks. Nvidia H200 conditional export (25% revenue share) redefines US-China tech commerce. Baidu 61% loss vs Tencent 38% margin reveals capital strategy divergence.
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