Barclays Brief AI Revolution: China’s Five-Year Plan
10 snips
Oct 28, 2025 
In this insightful discussion, Kaan Singh, an Equity Tactical Strategies specialist at Barclays with a focus on China tech and AI, sheds light on China's ambitious five-year plan. He explores how China aims for self-sufficiency in technology and details the AI+ industrial policy that seeks to embed AI across all sectors. Kaan compares China's approach to AI and robotics commercialization with that of the US and highlights the country's plans for mass-producing humanoid robots. The conversation also touches on societal trends and the potential for the next big breakthrough in technology.
AI Snips
Chapters
Transcript
Episode notes
China's Tech Self-Reliance Drive
- China is pursuing tech self-reliance and building a parallel, self-sustaining tech stack independent of the West.
- The 15th Five-Year Plan emphasizes technological self-reliance rather than just catching up.
AI Plus: Diffusing AI Across Society
- AI Plus is a blueprint to diffuse AI into roughly 90% of China's economy by 2030.
- The policy aims to embed AI into daily life, from appliances to smart-city infrastructure.
Software Versus Physical AI
- The US leads in AI software while China leads in physical AI and robotics.
- China's manufacturing tilt makes robotics a faster route to commercialization there.