Evaluating the Competitive Dynamics Between Huawei and NVIDIA in AI Technology

In this episode, we are joined by Kyle Chan, postdoctoral researcher at Princeton’s Sociology Department and adjunct researcher at the RAND Corporation, to explore China's approach to AI industrial policy. We discuss the fundamentals of industrial policy and how it operates in China's digital technology sector (4:15), the evolution of China's AI industrial policy toolkit and its impact on companies (19:29), China's current AI priorities, protectionism strategies, and adoption patterns (47:05), and the future trajectory of China's AI industrial policy amid US-China competition (1:12:22).

Kyle co-authored RAND's June 26 report "Full Stack: China’s Evolving Industrial Policy for AI," which is available here.