Chinese investors hunting for the next artificial intelligence winners are looking beyond high-flying chipmakers to the utilities and metal producers that form the industry’s physical backbone.

Nvidia boss Jensen Huang is warning that China could pull ahead. Two experts offer opposing views on whether he’s right.

China’s AI ambitions will be formalised in its next five-year plan, due in March 2026. Expect officials to focus more on adoption than development

Baidu unveiled two new semiconductors for artificial intelligence on Thursday, saying the products can provide Chinese companies with powerful, low-cost and domestically controlled computing power. Escalating tensions between the United States and China have led to restrictions on exports of advanced U.

Baidu unveiled two artificial intelligence chips as Chinese tech giants ramp up their chip-making efforts amid China’s push for technological self-sufficiency.

Jasmine Bai, Vice President of Equity Research at Guangfa Securities Hong Kong, analyses China's tech giants, especially their retail & AI playbooks. She also talks about the impact that government policy is having on consumption & tech innovation.

Kevin O'Leary warns that China's rapid power infrastructure expansion—not chip production—is giving it a decisive advantage over the U.S. in the global AI race.

As Trump shifts his tone on Chinese students, Beijing doubles down on AI education—signaling a new kind of cold war in learning.

It's all thanks to China's energy policy, Nvidia's Jensen Huang claims. The chief executive of AI darling Nvidia has a sharp prediction about who will dominate the global AI market. “China is going to win the AI race,” Jensen Huang told the Financial Times on Wednesday.

NVIDIA’s Jensen Huang warns China is close in AI, and US chip export limits may backfire. Explore the stakes for policy and leadership today.

In this conversation, the FT’s John Thornhill and MIT Technology Review’s Caiwei Chen consider the battle between Silicon Valley and Beijing for technological supremacy.

Anthropic’s footprint in San Francisco puts the disclosure squarely in local conversations about AI safety and national security. The firm says the case should spur faster adoption of detection capabilities, stronger safeguards, and industry threat‑sharing as agentic tools proliferate, per Anthropic.