Beijing is competing with the U.S. for tech supremacy. Who wins will have huge political implications.
China's overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
After recent tests, China appears likely to beat the United States back to the Moon
An expert explains why this will be enormously bad for the United States.
China’s Solar Industry Is in Upheaval—The Effects Will Be Global
Rather than opening space for rivals, China’s solar industry shakeout is forging a more resilient core — embedding deeper into global value chains, securing a technological lead, and reshaping the industry’s future trajectory to its own long-term advantage.
The Great AI Divide: Navigating U.S. and Chinese dominance
At a Rest of World event during New York Tech Week, we explored the challenges and possible solutions to the dominance of American and Chinese AI companies.
Exclusive-Beijing is looking at curbing overseas access to China's top AI models, sources say - AOL
By Fanny Potkin SINGAPORE, July 7 (Reuters) - Chinese authorities have held meetings with top tech firms over the past month about potentially restricting overseas access to China's most advanced AI
Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
European strategic autonomy as a double-edged sword? US perspectives in an Era of Sino-American competition
As the United States seeks to prioritise ‘competition with China’, debates have emerged about how this affects US engagements elsewhere. Europe occupies a contested role in this discussion. Traditi...
Who’s Afraid of Chinese Models? (Stratechery Article 7-20-2026)
EXCLUSIVE: Beijing is looking at curbing overseas access to China's top AI models, sources say
Chinese authorities have held meetings with top tech firms over the past month about potentially restricting overseas access to China's most advanced AI models, including those yet to be released, three people familiar with the discussions said.
The long game: China's grand strategy to displace American order | Brookings
What are China’s ambitions, and does it have a grand strategy to achieve them? If it does, what is that strategy, what shapes it, and what should the United States do about it? Rush Doshi attempts to provide an answer in his new book, "The Long Game."
Nobody Wants The Jobs
10,000 US boomers retire every day. China has 12.22 million new grads and 19% youth unemployment. Both superpowers are quietly running out of the one thing they can't import.
