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Artificial intelligence
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Opinion
Jeffrey Wu

How China seeks to distribute AI while US only wants to dominate

The next era of AI leadership won’t be decided by whose models are best – it will be decided by whose models are everywhere

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People watch humanoid robots boxing at an exhibition during the World Artificial Intelligence Conference in Shanghai on July 26. Photo: AFP
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.
Within days of each other, the world’s two artificial intelligence (AI) superpowers unveiled duelling blueprints for the future. The United States released its sweeping AI Action Plan, calling for deregulation, semiconductor expansion and “full-stack” AI export packages to allies. Days later, China put forth its proposal at the World Artificial Intelligence Conference in Shanghai: a global AI governance body open to the Global South, a push for open-source collaboration and a subtle rebuke of AI becoming “an exclusive game” dominated by a few nations.

The visions mirror one another in ambition at first glance, but beneath the surface lies a strategic divergence: the US aims to dominate through invention and control while China seeks to influence through adoption and distribution. In the unfolding race for AI leadership, the former focuses on capabilities and the latter on infrastructure.

The US playbook is familiar. For decades, American hegemony ran on a compounding engine of public research and development feeding private commercialisation, which in turn built platform monopolies such as Unix and iOS that scaled globally. Like steel and railways once powered industrial empires, these digital scaffolds became the data arteries of the modern world, quietly carrying the lifeblood of global infrastructure. American tools became global defaults, not by decree but by design.

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