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.
Chinese internet companies are known for rapidly absorbing successful ideas from competitors and integrating them into their own ecosystems, a practice that significantly accelerates product iteration and industry-wide innovation. By contrast, major American technology firms often respect relatively fixed “spheres of influence,” which can slow the pace of cross-platform evolution. Against this backdrop, Elon Musk … Read more
In House of Huawei: The Secret History of China’s Most Powerful Company, Eva Dou argues that Huawei has become progressively more closed, secretive, and opaque, mirroring the structure and behavior of China’s political system. While she persuasively documents Huawei’s growing opacity, this analogy risks over-structuralizing the relationship between state and firm. States seek political stability … Read more
In the context of intensifying U.S.–China technological competition, strategic sectors such as artificial intelligence, semiconductors, and new energy vehicles have become focal points of national rivalry and innovation. Huawei’s trajectory offers a revealing case through which to examine China’s path toward technological self-reliance, the dynamic interaction between state guidance and market forces, and the global … Read more
The global competition in artificial intelligence between China and the United States has evolved into a comprehensive contest of education systems, industrial ecosystems, computing infrastructure, and application-driven innovation. A revealing window into China’s strategic thinking emerged from the minutes of a meeting between Ren Zhengfei and the ICPC chairman, coaches, and award-winning contestants, published on … Read more