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AI: Geopolitics

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AI: Geopolitics
Explore cutting-edge AI developments in China that are transforming various industries and reshaping the future.
People watch as robots perform a dance during Lunar New Year celebrations in Beijing on February 18. Photo: Reuters
Artificial intelligence

China’s 5-year plan emphasises ‘orderly’ AI development amid market volatility

First announced in 2024, the AI Plus initiative includes a target of integrating AI into 90 per cent of China’s economy by 2030.

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Science

‘Two sessions’, two paths: China prioritises AI integration amid US tech rivalry

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US-China relations

Khamenei’s fall exposes China’s military AI lag versus US: Beijing adviser

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Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
China energy security

How China is using a massive ‘electron gap’ to pivot the AI race with US

Ex-finance official Zhu Guangyao says abundant energy supply gives the nation a critical edge in AI, as ‘electricity is computing power’.

China jobs

From gala spectacle to job scare: Chinese workers confront the AI threat

The country’s economy – with an expansive public sector – is better positioned to withstand AI shocks, but more government support is needed.

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India

Opinion | How India can lead the charge for inclusive AI

The AI Impact summit showcased India’s commitment to placing human well-being at the heart of the global artificial intelligence conversation.

A visitor checks a Jio intelligence bot on display at Bharat Mandapam, one of the venues for the AI Impact Summit in New Delhi, India, on February 17. Photo: Reuters
Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

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US-China relations

China’s extreme 996 work schedule meets US tech’s hustle culture

Why advocates believe 996, the controversial 9am to 9pm, six-day-a-week culture popularised in China, can give American firms decisive edge.

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US-China relations

Opinion | US and China can again find common ground – in AI’s risks

If Beijing and Washington could meet in 1972 to manage a shared threat, today’s leaders can cooperate to shape the rules of AI.

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People use augmented reality headsets during the World Artificial Intelligence Conference at the Shanghai World Expo and Convention Center in Shanghai on July 28, 2025. Photo: AFP / Getty Images / TNS
US-China relations

Sudden Xi-Trump call, secret nuclear testing claims: 7 US-China relations reads

From China’s grip on minerals to the US’ Apec plans, here are highlights from our overseas correspondents in the first half of February 2026.

US Secretary of State Marco Rubio holds a press conference during the Critical Minerals Ministerial at the State Department in Washington DC on February 4, 2026. Photo: Reuters
US-China relations

How AI, quantum computing could help US overcome China’s rare earths advantage

Technologies for synthesising substitutes or alloys could cut time required to secure critical materials to just a few years.

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Artificial intelligence

Opinion | China is leading in holistic AI development. Can the US catch up?

The country that will emerge victorious may not have the best models, but rather the applications which best meet people’s everyday needs.

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Artificial intelligence

Indonesia telco chief warns of digital colonisation, backs China open-source AI

Indonesian executives stress that localisation and sovereignty are key to AI adoption in the fast-growing Southeast Asian market.

From left are Jean Iau, SCMP reporter; Jo Miyake, head of banking, Asia and Middle East, corporate and institutional banking at HSBC; Qian Shihong, chief strategy officer at Huawei Indonesia; Vikram Sinha, president director and CEO at Indosat Ooredoo Hutchison; and Sean Yuan, vice president at Alibaba Cloud International and general manager of South Pacific Region, Alibaba Cloud Intelligence Group. Photo: SCMP
US-China relations

US and China defence sectors emerge as key battlegrounds in the race for AI

As both military powers vie to integrate innovative technology first, the race is on to develop and fast-track the latest advancements.

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Illustration: Lau Ka-kuen
United States

Opinion | Chilling effect of US outbound investment rules will extend beyond China

Outbound investment rules introduced last year are expanding and hardening into law, chilling US investment across Asia’s tech ecosystems.

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Artificial intelligence

Chinese AI firms defend safety practices, push back on Western criticism

Chinese developers stress cultural context in AI safety, as domestic models narrow the gap with their US rivals to the closest level yet.

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Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters
US-China relations

Ding Linwei convicted of stealing Google AI secrets for Chinese companies

Some of the blueprints were meant to give Google an edge over Amazon and Microsoft and to reduce Google’s reliance on Nvidia chips.

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China jobs

With AI in the driving seat, China moves to rein in job displacement risks

China’s central government unveils plans for policy to reduce industrial labour pains caused by widespread use of artificial intelligence.

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China trade

What haunts China’s investors? Geopolitics and a demographic abyss, survey finds

Weak domestic demand, shrinking confidence in the property market and a declining fertility rate fuel caution among investors in China’s major hubs.

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China’s plummeting birth rates present a daunting challenge, as the nation’s newborn population fell below 8 million in 2025 for the first time since 1949. Photo: AFP
Artificial intelligence

DeepSeek taps Alibaba open-source AI technology to boost OCR performance

The Chinese AI start-up says its latest OCR model delivers stronger performance after adopting an Alibaba-developed open-source model.

The update underscores the growing role of China’s open-source ecosystem in advancing domestic AI development. Photo: Shutterstock
China economy

Opinion | How a rising China is becoming a provider of global public goods

When China provides the hi-tech, low-cost hardware of development and multilateral banks provide regulatory oversight, the Global South wins.

China technology

‘Epoch-making’: Xi Jinping urges home-grown AI breakthroughs – but flags risks

The Chinese leader says emerging technologies bring huge opportunities, while warning officials against blind investment.

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Artificial intelligence

Open Questions | Jeffrey Ding on why diffusion, not innovation, is the secret to AI success

Professor says a ‘diffusion marathon’, where AI is gradually embedded in an economy over decades, will determine the winner of US-China tech war.

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Illustration: Henry Wong
Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.

Jensen Huang hands out tangerines at Nvidia’s annual Lunar New Year celebration in Shanghai on January 24, 2026. Photo: Handout
IPO

From labs to listings: capital markets are the next battleground in the AI race

Stock exchanges have become another barometer in the US-China tech rivalry as markets assess a wave of start-ups in real time.

Artificial intelligence

Open Questions | Why practical use of AI, not race for supremacy, is key for this author

Academic Jeffrey Ding explains why human capital will determine whether US or China wins the AI race, not which attains superintelligence first.

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