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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.
TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters
Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

US-China relations

Ding Linwei convicted of stealing Google AI secrets for Chinese companies

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China jobs

With AI in the driving seat, China moves to rein in job displacement risks

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China trade

What haunts China’s investors? Geopolitics and a demographic abyss, survey finds

Weak domestic demand, shrinking confidence in the property market and a declining fertility rate fuel caution among investors in China’s major hubs.

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China’s plummeting birth rates present a daunting challenge, as the nation’s newborn population fell below 8 million in 2025 for the first time since 1949. Photo: AFP
Artificial intelligence

DeepSeek taps Alibaba open-source AI technology to boost OCR performance

The Chinese AI start-up says its latest OCR model delivers stronger performance after adopting an Alibaba-developed open-source model.

China economy

Opinion | How a rising China is becoming a provider of global public goods

When China provides the hi-tech, low-cost hardware of development and multilateral banks provide regulatory oversight, the Global South wins.

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China technology

‘Epoch-making’: Xi Jinping urges home-grown AI breakthroughs – but flags risks

The Chinese leader says emerging technologies bring huge opportunities, while warning officials against blind investment.

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President Xi Jinping addresses the study session at the Central Party School in Beijing on January 20. Photo: Xinhua
Artificial intelligence

Open Questions | Jeffrey Ding on why diffusion, not innovation, is the secret to AI success

Professor says a ‘diffusion marathon’, where AI is gradually embedded in an economy over decades, will determine the winner of US-China tech war.

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Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.

IPO

From labs to listings: capital markets are the next battleground in the AI race

Stock exchanges have become another barometer in the US-China tech rivalry as markets assess a wave of start-ups in real time.

Illustration: Henry Wong
Artificial intelligence

Open Questions | Why practical use of AI, not race for supremacy, is key for this author

Academic Jeffrey Ding explains why human capital will determine whether US or China wins the AI race, not which attains superintelligence first.

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Illustration: Henry Wong
US-China trade war

Trump’s decision to sell AI chips to China under pressure as House bill advances

A key Republican challenges White House AI czar and Nvidia despite Maga backlash; it must still pass both chambers and get Trump’s signature.

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Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

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DeepSeek

DeepSeek a year on: how a Chinese start-up sparked a global AI arms race

DeepSeek’s meteoric rise propelled the growth of the open-source AI ecosystem by spurring its competitors to join the movement.

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DeepSeek’s meteoric rise has propelled the growth of the open-source AI ecosystem by spurring its competitors to join the movement. Photo: Shutterstock
China energy security

Can China’s cheap, renewable energy help it outrun the US in the AI race?

China’s energy buildout means cheap, green and reliable electricity fuels its manufacturing and tech industries, giving it an edge over rivals.

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Illustration: Henry Wong
Artificial intelligence

China’s AI unlikely to surpass US soon despite progress, researchers say

China’s top AI scientists warn of chip deficits and resource limits, though some predict breakthroughs within five years.

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Artificial intelligence

Opinion | The global AI race: 3 scenarios the world must prepare for

From US-China dominance to regulatory reset or systemic disruption, the AI race is heading towards three very different outcomes.

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Artificial intelligence

Review of Meta-Manus deal underscores China’s tightening grip on AI exports

AI agent start-up may face half a year of regulatory checks on data security, dual-use technologies and overseas investment rules: analysts.

The Ministry of Commerce says it will work with other Chinese regulators to assess whether Meta’s acquisition of Manus complies with the country’s export controls and technology transfer rules. Photo: Shutterstock
Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

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Artificial intelligence

China to probe Meta’s purchase of Manus over export controls, tech concerns

Probe comes amid concerns the US$2.5 billion acquisition could breach tech export controls and encourage more start-ups to relocate offshore.

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War and conflict

Outside In | 2025 was the year of denial. What now?

Despite the threat of wars, tariffs, climate change and AI, normality has persisted. But it can only be a matter of time before such contradictions explode.

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A couple kiss next to a Christmas tree in Kyiv, Ukraine, during celebrations before a curfew on December 31. Photo: Reuters
Artificial intelligence

China-founded AI start-up Manus acquired by Meta for ‘billions’

Deal will bring Singapore-based Manus’ ‘leading agent to billions of people’, Meta says.

Since its launch, Manus has generated industry buzz for its capabilities as well as its limited and highly sought-after invitation codes. Photo: Shutterstock
US-China relations

Opinion | US and China must get serious about AI risk

It would be irresponsible for Washington and Beijing to race ahead without engaging each other on the dangers – or the immense opportunities – AI presents.

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Nvidia

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

Democrats ‌Elizabeth Warren and Gregory Meeks also asked for an assessment of the military potential of the AI chips approved for export.

Artificial intelligence

Sea change: China narrows AI gap with US 3 years after ChatGPT shock

The turning point came when DeepSeek released its V3 and R1 models, which were on par with OpenAI’s GPT and Meta’s Llama models at the time.

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Illustration by Lau Ka-kuen
China technology

Opinion | Why the Global South is embracing Chinese AI

The US champions AI as an autonomous agent, a content creator. China exports a vision of AI as a digital nervous system for the real economy.

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The Chinese approach, forged in the fires of domestic industrial competition, views AI as “relational infrastructure”: a connective tissue for physical systems. It is designed to get its hands dirty, such as in mining, ports and factories. Photo: Adobe Stock
US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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US-China relations

Why China may be better placed than US in tussle for rare earths

While Beijing has long engaged with resource-rich nations, Trump’s Washington is seen as more ‘aggressive’ and reactive.

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