Goldman Sachs Says China Could Close Gap on US in Most Powerful AI Models

Goldman Sachs research says China could close the gap with the US in building the world's most powerful AI models, per its Dec. 4, 2025 report. On Oct. 10, 2026, analyst Ronald Keung said performance gaps, especially in coding, are narrowing. I read this as contestable leadership, not a closed gap — durability hinges on chips, capital and talent.