National Orchestration and Provincial Competition: China’s Industrial Policy for AI Dominance (opens in new tab)

The pervasive indifference that characterizes America’s overconfident view of its place in the AI race stems from grading the Sino-American AI race against our own preferred rubric: frontier model benchmarks, the scale of the data center buildout, and timelines to artificial general intelligence (AGI). Rarely do we measure American performance against the categories that the Chinese themselves choose to emphasize. The party-state and various Chinese companies are clearly trying to unleash AI ...