China has developed a robust AI ecosystem producing multiple world-class innovations across firms, challenging the U.S. lead in artificial intelligence. Unlike the U.S., which often views Chinese advances as isolated events, China pursues a long-term, integrated strategy combining industrial policy, finance, standards, and global deployment to shape the entire AI competitive environment. This ecosystem approach extends beyond AI to other technologies, signaling a shift from company-by-company competition to ecosystem-level rivalry. The U.S. must adapt its strategy to maintain technological leadership by fostering a coherent national approach that integrates innovation, alliances, standards, and global influence, as success will depend on whose ecosystem the world chooses to adopt.
Apple plans to introduce its initial AI features in China by December 2026 after regulatory delays, but this rollout excludes the latest Siri AI introduced in 2026. The AI features coming to China are based on the 2024 version, including tools like W...
Alibaba Group's stock has dropped 41% from its 2025 peak due to slower-than-expected earnings recovery and increasing capital expenditure, especially from AI and cloud investments. Despite a 9% revenue growth in Q1 driven by China Quick Commerce and ...
