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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.
A customer uses his phone in front of a board with the menu at AGI Bar in Beijing. Drinkers at the AI-themed bar in the city's tech district can even plug in to DeepSeek for free. Photo: AFP
Artificial intelligence

Back in the Harness: DeepSeek continues its pivot towards agentic AI

With the launch of Harness, China’s DeepSeek continues to build the foundational digital scaffolding for autonomous AI agents.

Artificial intelligence

DeepSeek’s flagship AI model update underwhelms – except in cybersecurity

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Science

China is sending scientists to Iran for rare earth ‘exploration and processing’

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Artificial intelligence

Meta strikes at China’s open AI lead, betting on potential US curbs

Meta’s renewed push into open-source models aims to attract US businesses wary of the regulatory risks associated with adopting Chinese AI.

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Meta CEO Mark Zuckerberg attends the annual Allen and Company Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho on July 9, 2026. Photo: Reuters
Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.

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European Union

Europe hails AI gigafactory plan, but industry fears deeper US tech reliance

Brussels’ €30b tender for up to 7 AI hubs already benefits US chipmakers and could result in EU-funded computing capacity being sold to US tech giants.

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Marine safety

China urged to protect underwater cables amid growing fears of ocean sabotage

Prominent policy journal says Beijing should pass a law to close the gap between traditional maritime law and modern grey-zone warfare.

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Underwater fibre-optic cables carry about 99 per cent of global intercontinental data. Photo: Shutterstock
2026 Xi-Trump summits

Trump claims China is fuelling resistance to AI data centres in the US

US president also threatens Iran with ‘a tremendous attack’ if it doesn’t comply with his demands on Strait of Hormuz.

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Israel

US-Saudi nuclear doubt, Boko Haram’s AI terrorism: 7 global relations reads

From US arms promises to EU sanctions and USMCA troubles, here are highlights from the SCMP’s overseas correspondents in July 2026.

US-China trade war

US tech giants invited to discuss AI security tests at White House

Meta, Anthropic among companies to review voluntary framework on Tuesday as US government seeks early access to most advanced AI models.

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Anthropic is among the leading US artificial intelligence developers that have agreed to discuss early access to its most advanced models with the Trump administration. Photo: Reuters
Technology

Opinion | Can we govern AI in a fragmented world before it’s too late?

While the US, EU and China offer different approaches, all recognise that AI is too powerful and pervasive to be treated as ordinary tech.

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Illustration: Lau Ka-kuen
Artificial intelligence

Potential US ban on Chinese AI models could cost businesses US$12 billion a year

Washington is reportedly mulling a ban on foreign open-source AI models, but the move would likely raise costs for a slew of US companies.

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US-China trade war

US lawmakers investigate DoorDash’s use of Moonshot AI’s Kimi K2.6 model

Food delivery giant latest targeted as rising adoption of China-built AI models pushes Washington to find strategies to combat trend.

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Artificial intelligence

Exclusive | RedNote eyes US$2.2b data centre as China ramps up AI infrastructure: source

China’s DeepSeek is also recruiting for jobs in Inner Mongolia, the location of the buildout, as it emerges as an AI hub due to low power costs.

The RedNote logo displayed on a smartphone. Photo: Reuters
US-China relations

Xi Jinping meets foreign leaders: tracker, July 2026

Chinese President Xi Jinping has met more than 20 world leaders this year, reflecting Beijing’s increasing global influence.

Chinese President Xi Jinping and Slovak President Peter Pellegrini. Photo: Xinhua
Artificial intelligence

China’s AI road map

China’s artificial intelligence strategy focuses on upgrading traditional sectors and integrating AI deeply in the economy to build an ‘intelligent civilisation’ by 2035.

US-China relations

Should China aim for the lead in making AI rules for the world?

Moonshot AI’s Kimi K3 has exposed gaps in global governance, and the first and best will win, Chinese institute says.

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US-China trade war

Nvidia’s Jensen Huang meets US officials as issues grow over China chip access

Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models.

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Nvidia CEO Jensen Huang is reportedly meeting with US officials and lawmakers in Washington this week, while the Trump administration continues to investigate potential violations related to Nvidia’s AI chip exports to China. Photo: AFP
US-China relations

Exclusive: The Jacob Helberg interview

In this exclusive interview, US Undersecretary of State for Economic Affairs Jacob Helberg discusses the AI battle between Washington and Beijing, talks American efforts to end dependence on China’s rare earths, and gives a commitment to the Philippines on the Pax Silica Initiative.

Alibaba

From CXMT to Zhipu AI, Alibaba’s strategic investments are paying off

The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio.

Technology

Opinion | Hugging Face attack: Chinese rescue shows value of open AI governance

Closed models aren’t inherently safer. As AI capabilities outpace governance, nations must cooperate to manage growing risks.

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OpenAI admitted its latest flagship models – including GPT-5.6 Sol and an unreleased, “even more capable” system – recently breached Hugging Face’s infrastructure after escaping its testing sandbox. Photo: Reuters
Artificial intelligence

Can Anthropic CEO’s chip ban proposal curb China’s AI advancements?

Dario Amodei wants the US to retain its AI advantage over China, highlighting distillation risks and advocating mandatory model safety tests.

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Anthropic co-founder and CEO Dario Amodei speaks at an AI conference in San Francisco last year. Amodei is urging Washington to tighten chip export bans and clamp down on Chinese "distillation". Photo: Getty Images
Artificial intelligence

Exclusive | Chinese AI developers may shift to ‘paid weights’: Goldman Sachs

As use of Chinese artificial intelligence soars, companies will look to boost revenue capture, says bank’s head of Asia internet research.

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US-China relations

US congressional group plans annual visits to China after trade trip

The fact-finding mission by members of a congressional advisory body to Beijing, Shanghai and Hangzhou was the first of its kind since 2019.

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China technology

Open Questions | Nobel laureate Simon Johnson on the AI race and China’s ‘over-automation’ risks

The Nobel Prize-winning economist discusses how AI is reshaping US-China competition – and poses unique challenges for both economies.

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Illustration: Lau Ka-kuen
Technology

Opinion | The West is debating AI’s future with half the world absent

Any meaningful debate must include China, where the AI experiment is also running, at greater speed and scale and with different results.

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A woman poses next to humanoid robots by Spirit AI at the World Artificial Intelligence Conference in Shanghai on July 18. Photo: AFP
China’s private sector

How Beijing became China’s biggest tech venture capitalist, from AI to chips

China’s tech sector thrives on state-backed investment, reshaping funding dynamics and sparking a debate about balancing risk and innovation.

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Huawei

Huawei’s Tau Scaling Law: a new path amid US sanctions

Company founder Ren Zhengfei says the new framework is crucial for survival, enabling chip advancements without EUV lithography.

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