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The U.S. may be reigniting efforts to push companies away from Chinese open-weight AI models such as Kimi and DeepSeek.

Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors Trefis Team June 29, 2026 5 min read MU +0.94% NVDA +0.37% MSFT -0.96% GOOGL +1.82% AMZN +0.61% Explore stocks on Coinbase Trading disclosure Image by u_8t3emw1yia from Pixabay Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't. The AI infrastru

Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors June 29th, 2026 · by Trefis Team NVDAYTD+5.0% SPYYTD+10.5% QQQYTD+17.8% Analyze NVDA → Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn’t. The AI infrastructure buildout has been one of the most aggressive capital deployment cycles in tech histo