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Opinion
The AI rivalry to watch is between China and Chinese in the US
Will the next generation choose China’s speed and resources with higher guard rails, or the chaotic, open-ended US where failure is allowed?
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Jeffrey Wu is a director at MindWorks Capital, a leading Hong Kong-headquartered venture capital firm specialising in technology investment across Greater China and Southeast Asia.
While the US and China tighten the screws on their respective artificial intelligence (AI) ecosystems, a quieter, more complex battle is playing out beneath the surface. This isn’t just about two superpowers clashing over chips and compute – it’s about two versions of what it means to be Chinese in tech, and which one ends up shaping the future.
At the heart of it is talent. The United States remains the dominant hub for top AI minds – 27 per cent of elite AI researchers work there. But here’s the twist: nearly four in 10 of them are of Chinese origin. A growing share of Chinese nationals who earn AI-related PhDs abroad work in the US, contributing to foundational research at institutions such as OpenAI, Google DeepMind and Stanford.
As AI becomes the centrepiece of national industrial strategies, this cross-border flow of talent is no longer just academic – it’s strategic.
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