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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.
US President Donald Trump addresses the media during a meeting with major travel executives at the White House in Washington on Wednesday. Photo: EPA
2026 Xi-Trump summits

Trump can’t wait for Xi’s Washington visit, but claims US leads China in AI race

US president praises Xi and predicts they have ‘a lot of good things to discuss’ at summit, while bragging of beating Beijing in tech war.

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US-China trade war

Congress advances new bill to give US edge in open-source AI race with China

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Artificial intelligence

Manus resumes solo operations after collapse of US$2 billion Meta deal

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US-China relations

Data centre anger, Bill Gates’ AI warning: 7 US-China relations reads

From Ivy League China audits to Trump’s ‘Economic D-Day’, highlights from our overseas correspondents in the second half of August 2026.

Bill Gates attends the 56th annual World Economic Forum meeting in Davos, Switzerland, in January. Photo: Reuters
Belt and Road Initiative

In Focus | Can Beijing’s gateway plan for Tibet survive geopolitics and natural disasters?

Beijing hopes trade will stabilise Tibet, but friction with India and the looming Dalai Lama succession are hampering its efforts.

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Diplomacy

Opinion | US-China AI rivalry needn’t preclude cooperation

Forcing countries to choose between the US’ and China’s initiatives would be counterproductive to global AI governance.

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China technology

Opinion | How Shenzhen can win the ‘AI for science’ race

Rather than copy the research-focused models of Beijing and Shanghai, the tech hub must leverage its industrial depths to become a premier lab for experimentation and deployment.

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A man stands next to a poster showing robots mimicking human expressions from Shenzhen Xiaoquan Technology during the International AI Application and Robotics Innovation Exhibition in Beijing on March 18. Photo: AFP
US-China relations

Bill Gates warns of AI’s impact, urges the US and China to cooperate

Tech titan argued on Wednesday artificial intelligence needs significant limits or else the harm to humans will outweigh any potential good.

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US-China relations

In a small Virginia town, distrust of Big Tech hampers Trump’s AI push

Controversy over first data centres in Danville typifies ongoing debate with concerns over secrecy, distrust and China’s influence.

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US-China relations

Opinion | The security-obsessed global economy needs its own Helsinki process

Cold War rivals used ground rules to make competition more transparent, bounded and predictable. Today’s weaponised trade needs the same ambition.

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Illustration: Henry Wong
US-China relations

Trump says China drives anger at US data centres. These residents disagree

Community living near AI facility in Virginia reports invasive levels of noise, fumes and gas turbines – and it’s not Chinese propaganda.

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Lindsay Shaw sits outside her home in Sterling, northern Virginia, located across from a huge data centre. Photo: Handout
China-Africa relations

African businesses keep options open as Chinese AI gains ground

Lower costs, downloadable models and greater language flexibility are helping Chinese AI models gain ground across the continent.

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China technology

Opinion | Asia is reaching for the open road that Chinese AI offers

Countries seeking sovereign AI want to control their own AI capabilities rather than rent them from a foreign platform.

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US-China relations

Exclusive | Waico vs Pax Silica: Southeast Asia caught between China and US in AI race

Beijing reportedly offers exclusive perks to attract Global South partners while describing the American-led body as exclusionary.

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Protesters march in Manila on August 13 against Pax Silica, a US-led initiative established in December with the aim of reducing “coercive dependencies”. Photo: AFP
Artificial intelligence

OpenAI-backed legal tech firm pivots to Chinese Kimi K3 open-weight model

San Francisco-based Harvey says its new model, Harvey Tenet, was post-trained on top of the open-weight Kimi K3 base.

The Moonshot AI logo is displayed alongside its Kimi app on a mobile phone, in this illustration picture taken July 24, 2026. Photo: Reuters
Science

China’s J-36 fighter jet designers report danger of military AI hallucinations

Content generated by artificial intelligence models can ‘defy basic physics, design principles or operational constraints’.

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Hong Kong stock market

China fund managers stick with AI, chips this month after July sell-off: survey

Investor interest in defensive shares also surges across Asia as more try to hedge against the downside risks of AI investments.

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US-China relations

US urged to follow China’s lead in treating data as an economic asset

Congressional advisory panel urges Washington to develop national strategy as Beijing’s data push gives Chinese firms edge in AI, robotics.

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An employee programmes a robot to sort items at Maniformer, a physical AI data service platform, in Shanghai on August 5. Photo: Xinhua
Artificial intelligence

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

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United States

Opinion | America is arguing over the wrong AI obstacle

Sluggish adoption can’t be blamed on overregulation, and restricting access to US frontier models is no defence against open-source Chinese rivals.

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Wealth: Alternative Investments

Look to broader AI infrastructure bets in a maturing market, experts say

After the AI boom of 2023 and 2024, industry specialists explain where investors should turn next for sustainable gains.

Supported by
Standard Chartered Global Private Bank
Data centres, power and connectivity represent the core infrastructure themes reshaping how enterprises allocate capital in the AI sector. Photo: Reuters/AWS
Artificial intelligence

Home province of DeepSeek, Moonshot founders seeks to retain future AI talent

After losing top founders in artificial intelligence to rivals, the southern province aims to better attract, retain talent.

A view of Guangzhou, in China’s southern Guangdong province. Photo: Shutterstock
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

Chinese AI start-up’s model impresses in niche areas like cybersecurity but leaves some developers disappointed in its overall capabilities.

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Science

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

Chinese and Iranian natural science foundations include the strategically sensitive metals in this year’s joint workshop programme.

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A display of rare earth elements at the National Museum in Beijing. China holds the largest reserves of the metals in the world. Photo: Reuters
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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