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The White House named Canada, Japan, Mexico and the European Union as routes around its tariffs. The $60 billion is trade volume, not lost revenue, and nothing in the announcement touches chip exports.
China's Zhipu shipped a new flagship without touching the base model. Every gain came from post-training. Its 84.5 on CyberGym lands above Anthropic's Mythos and OpenAI's GPT-5.6 Sol, but the weights are held back two weeks.
For the first time a Max-tier Qwen model has shipped its weights publicly. It carries 2.4 trillion parameters but activates only 95 billion per query. The catch: almost nobody has the hardware to run it.
