Serenity Warns U.S.-China AI Competition Shows 'Modern Cold War' Traits as Supply Chain Interdependence Weakens

According to Serenity's analysis reported by BlockBeats on June 30, the U.S.-China AI competition increasingly resembles a 'modern cold war,' shifting from nuclear arsenal competition to super-intelligent systems with dual offensive and defensive capabilities. The contest spans multiple fronts, including supply chain export controls among Chinese, Japanese, and U.S. tech giants.

Serenity notes a critical paradox: both sides remain deeply interdependent—the U.S. relies on China for rare earths and raw materials, while China depends on Western EUV lithography technology, EDA tools, and precision substrates. This mutual dependence has maintained a 'exchange relationship' between AI chip exports and rare earth supplies, but Serenity warns that as China strengthens its autonomous capabilities, this interdependence's deterrent effect against escalation is weakening and may become a critical tipping point for losing control.