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US-China AI Competition
Measures the US-China balance of power in AI — frontier model capability, access to advanced chips and compute, and investment scale. It tracks the rivalry across current and future AI cycles.
Rebalanced 5h agoTheme Direction
China View Basket Performance History
Value per share $0.38
Performance is chain-linked across 3 basket versions to preserve a continuous price history.
Key Events
How a Basket Is Managed
- Curated
- Qualified Polymarket events are included to reflect the direction of the Trend.
- Weighted
- Curated events get weights based on liquidity, correlation and Factor representation.
- Monitored
- Basket members and other relevant markets are monitored continuously for needed adjustments.
- Rebalanced
- The Basket automatically adds, removes, or reweights events over time to best track the topic.
Basket Detail
As of 2026-09-12Factors
US export-control laws and actions curbing Chinese AI's advance.
Chinese labs' progress on frontier models and chip milestones.
Capital flowing into America's leading frontier AI labs.
Change History
Every change to this Basket is dated. Past compositions are read-only — they stay readable and are never buyable.
- 4 markets added · 8 markets removed · weights adjusted · 20 markets
- weights adjusted · 16 markets
- Basket created · 16 markets
Portfolio
Portfolio
Portfolio tracking will live inside this Dashboard section when it ships.
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