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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.
The EU has barred most organisations based in China from applying for its Horizon Europe grants in “critical areas”. Image: Shutterstock
Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

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US-China relations

China’s extreme 996 work schedule meets US tech’s hustle culture

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US-China relations

Opinion | US and China can again find common ground – in AI’s risks

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US-China relations

Sudden Xi-Trump call, secret nuclear testing claims: 7 US-China relations reads

From China’s grip on minerals to the US’ Apec plans, here are highlights from our overseas correspondents in the first half of February 2026.

US Secretary of State Marco Rubio holds a press conference during the Critical Minerals Ministerial at the State Department in Washington DC on February 4, 2026. Photo: Reuters
US-China relations

How AI, quantum computing could help US overcome China’s rare earths advantage

Technologies for synthesising substitutes or alloys could cut time required to secure critical materials to just a few years.

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Artificial intelligence

Opinion | China is leading in holistic AI development. Can the US catch up?

The country that will emerge victorious may not have the best models, but rather the applications which best meet people’s everyday needs.

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Artificial intelligence

Indonesia telco chief warns of digital colonisation, backs China open-source AI

Indonesian executives stress that localisation and sovereignty are key to AI adoption in the fast-growing Southeast Asian market.

From left are Jean Iau, SCMP reporter; Jo Miyake, head of banking, Asia and Middle East, corporate and institutional banking at HSBC; Qian Shihong, chief strategy officer at Huawei Indonesia; Vikram Sinha, president director and CEO at Indosat Ooredoo Hutchison; and Sean Yuan, vice president at Alibaba Cloud International and general manager of South Pacific Region, Alibaba Cloud Intelligence Group. Photo: SCMP
US-China relations

US and China defence sectors emerge as key battlegrounds in the race for AI

As both military powers vie to integrate innovative technology first, the race is on to develop and fast-track the latest advancements.

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United States

Opinion | Chilling effect of US outbound investment rules will extend beyond China

Outbound investment rules introduced last year are expanding and hardening into law, chilling US investment across Asia’s tech ecosystems.

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Artificial intelligence

Chinese AI firms defend safety practices, push back on Western criticism

Chinese developers stress cultural context in AI safety, as domestic models narrow the gap with their US rivals to the closest level yet.

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Concerns about the risks of Chinese AI models held back some global users from adopting them, with DeepSeek banned or restricted in more than 10 countries. Photo: Shutterstock
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.

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
US-China relations

Ding Linwei convicted of stealing Google AI secrets for Chinese companies

Some of the blueprints were meant to give Google an edge over Amazon and Microsoft and to reduce Google’s reliance on Nvidia chips.

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China jobs

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

China’s central government unveils plans for policy to reduce industrial labour pains caused by widespread use of artificial intelligence.

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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.

The update underscores the growing role of China’s open-source ecosystem in advancing domestic AI development. Photo: Shutterstock
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.

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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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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Illustration: Henry Wong
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.

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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The Trump administration approved the sale ​of Nvidia’s H200 chip to China earlier this month. Photo: Shutterstock
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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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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A humanoid robot is seen at the 2025 Global Industrial Internet Conference in Shenyang, Liaoning province. Photo: Xinhua
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.

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