Ernie — Field Evidence

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Field note

[News] Huawei, Baidu and Industry Partners Launch China’s First NPO Optical Interconnect Multi-Source Agreement - TrendForce — [News] Huawei, Baidu and Industry Partners Launch China’s First NPO Optical Interconnect Multi-Source Agreement TrendForce

collected 2026-07-14original 2026-07-14

Does this shift the US–China race?

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Impact on the index

Model launch · minor

China +25

Directional contribution — before recency decay and per-type diminishing returns. How it works →

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Related Front

US vs ChinaLikely

U.S. FrontiervsChina Open-Weight

Likely — capability gap narrowing on common tasks

Letters from the Front

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