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

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

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Semiconductors

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

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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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Industry insiders have welcomed the EU’s €30 billion AI gigafactory plan, but there is nothing to stop computing capacity from being sold to US tech giants. Photo: Reuters
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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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.

Boko Haram has been found to use both Chinese and American AIs in their terrroism plots – possibly with advice from Islamic State. Photo: Shutterstock
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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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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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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A worker stands at the booth for Chinese start-up Moonshot AI’s Kimi K3 during the World AI Conference in Shanghai. Photo: AP
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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US President Donald Trump receives a McDonald’s delivery via DoorDash outside the White House in Washington on April 13. Photo: Reuters
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.

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.

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.

China’s AI road map
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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Moonshot AI’s Kimi K3 model has sent shock waves through Silicon Valley and the White House. Photo: Reuters
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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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.

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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.

Alibaba's logo at the World Artificial Intelligence Conference in Shanghai on July 6, 2023. The company's strategic shift to AI and chip investments is yielding significant returns and also boosting its tech portfolio. Photo: Getty Images
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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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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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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Goldman Sachs Asia analyst Ronald Keung on July 22. Photo: Jonathan Wong
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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A US congressional advisory panel focused on China has returned from their trip. Photo: Shutterstock
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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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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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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Illustration: Davies Christian
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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Huawei CEO Ren Zhengfei is interviewed in Taiyuan, northern Shanxi province on February 9, 2021. Photo: Xinhua
Artificial intelligence

China’s Kimi K3 well behind US rivals in cyberattack ability, study shows

Kimi K3’s overall score of 32.2 per cent compares with top, unnamed US models that average 76.2 per cent.

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Artificial intelligence

Opinion | Hong Kong must wake up to the cold hard geopolitics of AI

With AI increasingly being treated as a strategic asset, the city should ensure it has access to the technologies shaping the global finance.

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