The AI Policy Podcast China's AI Industrial Policy, New Controls on Huawei's Ascend Chips, and President Trump's Middle East Trip
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May 21, 2025 A deep dive into China's ambitious AI strategy reveals its competitive edge and the potential risks to U.S. interests. Discussing the implications of new export controls on Huawei's chip technology, the episode critically examines the shifting landscape of global AI competition. Insights from President Trump's recent Middle East trip highlight the establishment of a U.S.-UAE AI partnership, igniting discussions on the future of international investments in AI technology and global computing dynamics.
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China's AI Dominance Forecast
- Kyle Chan argues China will dominate high-end manufacturing and AI supremacy will be between Chinese cities, not countries.
- He warns U.S. risks becoming irrelevant due to tariff walls and reduced innovation investments.
China's Industrial Policy Strategy
- China uses overcapacity to spur industry competitiveness, creating supply far exceeding demand to foster ultra-competitive firms.
- This contrasts with Soviet central planning and aims to pick industries, not companies, for global competitiveness.
U.S. Innovation Isn't Guaranteed
- U.S. dominance in innovation is not guaranteed; it must be continuously earned.
- The U.S. risks losing its global position if it underestimates China's capabilities and geopolitical shifts.