China Is Catching Up in Top-Tier AI, Goldman Says

Goldman Sachs said in a Dec. 4, 2025 report that China could close the gap with the US in frontier models — the most powerful AI systems. Analyst Ronald Keung said Oct. 10, 2026 the gap, especially in coding tasks, is narrowing. In my view, US leadership is now contestable, but staying ahead depends on chips, capital and talent.