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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 4h agoTheme Direction
China View Basket Performance History
Value per Share $0.41
Performance is chain-linked across 26 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 2026-10-27Factors
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.
- 1 market added · weights adjusted · 13 markets
- weights adjusted · 12 markets
- 1 market removed · resolved markets paid out and left · 12 markets
- Daily change · 1 market added · weights adjusted · 13 markets
- weights adjusted · Membership not separately itemized · 13 markets
- Daily change · 2 markets added · 4 markets removed · weights adjusted · 12 markets
- weights adjusted · Membership not separately itemized · 12 markets
- Daily change · 2 markets added · 2 markets removed · weights adjusted · 14 markets
- weights adjusted · Membership not separately itemized · 14 markets
- Daily change · 2 markets removed · weights adjusted · 14 markets
- weights adjusted · Membership not separately itemized · 14 markets
- Daily change · 1 market added · 2 markets removed · weights adjusted · 16 markets
Showing the 12 most recent of 26 changes. The full record is in the Updates tab.
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