China is rapidly expanding AI infrastructure and scaling projects faster than the U.S., aiming to seize the economic lead from first-to-scale AI use.
In The Man Who Broke Capitalism, David Gelles uses Welch-era General Electric to illustrate the consequences of severing corporate freedom from institutional discipline: short-term dynamism fueled by financial engineering ultimately hollowed out productive capacity, labor competence, and innovation. This trajectory stands in sharp contrast to German ordoliberalism, which holds that markets remain genuinely free and … Read more
Recent commentary—captured in the Wall Street Journal’s ironic phrase “state capitalism with American characteristics”—marks a telling shift in U.S. political economy. Ostensibly satirical, the formulation nonetheless signals a substantive break: the erosion of the neoliberal consensus, a forced recognition of state capacity as a core dimension of power, and an implicit admission that China’s model … Read more
If the United States attempted to implement the Genesis Mission by transplanting core mechanisms from China’s industrial policy, the effort would look markedly different in practice and expose deep structural tensions. Operationally, it would require strong top-down coordination: compulsory integration of federal laboratories, universities, and private firms into a unified national platform; mandated data sharing … Read more
Announced in November 2025, the Genesis Mission is a United States federal initiative aimed at accelerating scientific discovery through artificial intelligence, frequently described as an “AI Manhattan Project.” Its ambition is to fuse AI with scientific research at national scale, yet it attempts to do so without the dense physical and industrial substrate—advanced manufacturing, instrumentation, … Read more
Across sectors such as robotics, consumer drones, and electric vehicles, China has followed a highly consistent and deliberate industrial trajectory. The pattern begins with reliance on foreign technology, followed by rapid diffusion through copying and localization, then the achievement of scale-driven cost leadership. This process is reinforced by sustained state support that enables capability accumulation, … Read more
Within Huawei’s organizational philosophy, advanced equipment and high-quality resources positioned in the rear are designed to provide rapid, effective support once front-line targets and opportunities are identified, rather than allowing those who control resources to dominate decision-making or hoard forces for their own interests. This approach is encapsulated in Ren Zhengfei’s principle of “letting those … Read more
Ren Zhengfei has long regarded the military—both Chinese and Western—as a critical source of organizational and managerial insight, and this influence has deeply shaped Huawei’s development. While Western media often fixates on Ren’s past service in the People’s Liberation Army, Huawei is criticized less for being “military” in nature than for learning exceptionally well from … Read more
Huawei and its founder, Ren Zhengfei, have faced criticism over alleged ties to China’s People’s Liberation Army (PLA), despite the absence of public evidence that the company is controlled by the military. This scrutiny stems less from proven wrongdoing and more from Ren’s past PLA service, China’s legal system, the strategic importance of telecom infrastructure, … Read more
In their August 19, 2025 Foreign Affairs article, “The Real China Model: Beijing’s Enduring Formula for Wealth and Power,” Dan Wang and Arthur Kroeber challenge a set of simplified and reassuring beliefs that long shaped Western interpretations of China’s rise. What they call “The Real China Model” is not a new doctrine but a corrective: … Read more
In her December 2025 New Year address, Huawei Rotating Chairwoman Meng Wanzhou (Sabrina Meng) framed the company’s recent trajectory as a deliberate strategic reorientation. Reviewing Huawei’s resilient performance in 2025 across 5G-Advanced, HarmonyOS, intelligent driving, AI computing, and digital energy, she outlined seven priority arenas for 2026 that mark a shift from broad-based technological expansion … Read more