Tag
U.S.-China technology competition
The China-US AI Race Enters a New (and More Dangerous) Phase
By Marina Yue Zhang
A new tech cold war is underway -- and accelerating.
China-US AI Technology Competition: Who’s Winning in Key Inputs?
By Sara Hsu
Energy, rare earth elements, and talent: these critical inputs face vastly different structures in the two countries and may determine the pace and scale of AI innovation.
China’s Humanoid Marathon Signals a New Kind of AI Race
By Leia Wang and Zilan Qian
Beijing's robot half-marathon wasn't just spectacle – it reveals China's intent to dominate the emerging humanoid robotics sector and lead on a global level.
The US Flip-flop Over H20 Chip Restrictions
By Jennifer Lee
Last week, reports surfaced that the White House would still allow Nvidia to export its H20 chips to China, surprising the tech industry. Now the restrictions are back on.
What a US Exit From the Information Technology Agreement Would Mean for America and the World
By Cathy Fang
Trump has abandoned the vision of a tariff-free digital and high-tech economy. That raises serious concerns about the sustained technological leadership of the United States.
China’s Impatient State Capital Impedes the Innovations It Aims to Promote
By Jackson Martin
China envisions a system of patient capital where investors are committed to supporting hard tech companies through high-risk, high-reward R&D. So far, it has had limited success.
The AI Superpower Rivalry: A Zero-sum Game Between China and the United States?
By Dingding Chen, Yingfan Chen, and Runyu Huang
Reducing the rivalry to a simplistic “who’s winning” frame overlooks its complexity: The future of AI will be defined by multiple specialized and adaptable systems, not a single dominant architecture.
Quantum: A New Frontier of China-US Competition
By Brian Moscioni
The U.S. and China find themselves headed for another high-stakes technology competition rooted in fears of being left behind and paranoia.
China’s AI Breakthrough Signals a New Era of Tech Innovation
By Grace Shao
China’s major tech companies are uniquely positioned to capitalize on the shift to real-world applications for AI.
The Rise of DeepSeek: China’s Answer to Silicon Valley’s AI Dominance
By Dingding Chen, Vivian Toh , and Yue Wu
The future for Chinese tech companies will hinge on their ability to turn uncertainty into innovation – and opportunity.
China’s Overlooked AI Energy Edge Over the US: Cheaper Energy
By Sara Hsu
Much attention has been given to semiconductors, but it’s time to look at other elements in the AI supply chain that provide China with an advantage – starting with electricity.
US Tech Companies Embrace AI ‘Arms Race’ With China – and the Money It Brings
By Shannon Hong
U.S. tech CEOs have a clear financial interest in hyping the AI arms race, and the Trump administration is inclined to agree with that framing.
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