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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.
Workers inspect solar panels at a factory in China’s eastern Jiangsu province. Photo: AP
US-China trade war

Potential US ban on Chinese inverters would harm local power industry: firms

America’s need for inverters is growing amid boom in renewable energy demand driven by AI race – and China is the dominant global supplier.

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Artificial intelligence

The AI industrial revolution: why US faces a historic tech reckoning from China

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Artificial intelligence

Opinion | Why the AI future won’t be decided by algorithms and chatbots

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Espionage

China warns popular games may provide map data to train foreign military AI

Ministry urges gamers to be wary of app ‘check-in locations’ that seem abnormally clustered around classified or restricted facilities.

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China’s state security ministry recently issued a warning about turning citizen-collected data into “key intelligence that threatens national security” from AR games. Photo: AFP
Semiconductors

Top China chip toolmakers consolidate to build national champions, defy US curbs

Big Fund-invested Piotech plans to acquire Wuxi Shangji and diversify into wafer-bonding, leveraging a big revenue surge to capture the local tool market.

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Artificial intelligence

Opinion | Hong Kong’s AI push needs a broader vision and more realistic goals

The city is unlikely to outspend Silicon Valley or outscale Shenzhen. But it doesn’t need to.

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US-China relations

US hearing warns Chinese economic espionage now targets AI

Witnesses say decades of technology theft have strengthened Beijing, while others caution against broad anti-China measures.

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David Shedd, a former acting director of the Defence Intelligence Agency, testifies before the House Select Committee on China on Thursday. Photo: X/Select Committee on China
US-China relations

US officials fear ‘supervillain’ China pulling ahead in AI race even a little

US House Foreign Affairs Committee Chairman Brian Mast and Senator Jim Banks expressed concerns about China eroding America’s lead.

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Hong Kong economy

Opinion | Hong Kong can take the regulatory high road amid US-China AI decoupling

As a global ‘sovereign AI premium’ emerges and US weaponisation of AI models triggers panic, Hong Kong can bridge diverging AI ecosystems.

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The Future of Marketing in Asia

Marketing guru Sorrell says AI will dismantle the old order

Industry legend maps out how AI will shrink creative teams, supercharge hyper-personalisation and turn media buying into an algorithmic science.

Martin Sorrell has spent decades thinking about the changing nature of marketing. Photo: Humphrey Ng
The Future of Marketing in Asia

The art of persuasion enters the AI era

Content creators have risen to eclipse traditional ad formats, but now, as AI takes centre stage, the battle for authenticity is on.

Three quarters of Hong Kong consumers trust an influencer’s product recommendation even when they know it’s a paid partnership. Photo: VCG via Getty Images
Artificial intelligence

Anthropic’s AI blackout gives Zhipu GLM-5.2 a chance to shine

Anthropic’s global suspension of Fable 5 has sparked concerns about the reliability of US AI infrastructure.

Artificial intelligence

US AI lead vulnerable to China amid ‘structural challenges’: scholar

China’s advantages in energy and industrial applications could erode America’s AI ‘moat’, according to University of Hong Kong academic.

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Japan

Takaichi hails UK defence ties despite next-gen jet spending uncertainty

The Japanese prime minister discussed the billion-dollar jet programme during a meeting in London with British Prime Minister Keir Starmer.

UK Prime Minister Keir Starmer and Japanese Prime Minister Sanae Takaichi attend a meeting at 10 Downing Street in London, on Sunday. Photo: dpa
Artificial intelligence

China’s AI ‘hundred model’ war shifts to enterprise value, JPMorgan says

Major platforms are deploying paid subscriptions and coding tools, favouring practical utility over raw power to unlock significant commercial revenue.

Specialised data centres like this one are needed to support AI services. Photo: Shutterstock
Artificial intelligence

US blocks foreign access to Anthropic’s newest AI models over security risks

The commerce department’s mandate forces a shutdown of top-tier systems after officials reportedly found ways to bypass safeguards.

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US-China relations

US-China talks need to be ‘institutionalised’ to ease tensions in AI era: Haass

Meetings between US and Chinese officials should be routine, rather than ‘news’, as both sides want to avoid confrontation, veteran US diplomat says.

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Semiconductors

Facing US chip curbs, China launches photonics lab to power AI with light

Lab director says fundamental scientific challenges need to be overcome to achieve theoretical performance.

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The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
Artificial intelligence

Could the AI ‘self-evolution’ trend add fuel to the China-US tech war?

Anthropic says its Mythos model is edging closer to ‘recursive self-improvement’ as Chinese developers seek to close gap.

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US-China trade war

US Congress warned: AI race winner will rule world, and it must not be China

As Washington and Beijing battle for global supremacy in artificial intelligence, US must establish next technological edge, Congress told.

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Artificial intelligence

Opinion | China-UK cooperation vital in ensuring the AI era puts people first

With their combined strengths, China and Britain can advance an artificial intelligence age defined by safety, inclusion and prosperity.

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People watch a humanoid robot showcase its capabilities at the World Intelligence Expo 2026 in Tianjin on May 28. Photo: Xinhua
US-China relations

How will the Pentagon’s expanded blacklist of Chinese firms affect Xi’s US visit?

Washington’s latest move tests fragile ‘stability’ reached at leadership summit in Beijing and highlights intense competition, analysts say.

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Chinese robotics company Unitree, whose G1 Humanoid Robot was displayed during London Tech Week on Monday, has been added to the Pentagon's updated list of Chinese military-linked companies. Photo: Reuters
China energy security

Driven by AI demand, China on track to pass US as top nuclear energy producer

Beijing is building new reactors at unrivalled speed – but the US still holds an edge in nuclear fusion research, analyst says.

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US-China relations

US adds Alibaba, BYD, other Chinese tech champions to military company blacklist

Trump administration has designated top China firms as ‘Chinese military companies’ operating in the United States.

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Canada

Canada PM unveils AI strategy, warns of foreign dominance

Carney says the country has been slow to adopt the technology, and AI could be ‘weaponised’ against Canadians.

Canadian Prime Minister Mark Carney inspects a pig’s lungs during an AI demonstration at Toronto General Hospital on Thursday. Photo: The Canadian Press via AP
US-China trade war

Trump looks to balance ‘lead over China’ and national security with AI order

Voluntary framework to vet powerful new AI systems up to 30 days before their public release, stopping short of mandating review regulations.

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US President Donald Trump signed an executive order on Tuesday to create a voluntary framework for the US government to vet powerful new AI models before they are released. Photo: AFP/Getty Images/TNS
Science

China team drafts sanctions list on 63 key sectors to preserve technology

Scientists have listed sensitive or globally competitive tech that may benefit from export restrictions to keep them out of foreign hands.

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China technology

Editorial | US pressure has only helped make China’s tech giants stronger

Huawei can now bypass ASML’s technology to make the advanced chips that the US has barred from export to China. This has become a familiar story.

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