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Policy & Regulation

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Wednesday, July 29, 2026

  1. FCC Bans Imports of New Chinese Humanoid and Quadruped Robots to Protect US AI Buildout

    The Trump administration has unveiled sweeping new bans targeting imports of new Chinese humanoid and quadruped robots, alongside connected power inverters, in a decisive move to protect the United States’ artificial intelligence buildout from perceived national security threats.

Tuesday, July 28, 2026

  1. In the US-China AI Race, Energy Is the New Moat — and Beijing Is Building It End to End

    As the US and China compete for AI dominance, energy is emerging as the critical battleground, and China’s more integrated approach to power, land, and permitting may deliver a durable structural edge for domestic AI buildouts.

  2. Opinion: US Wants to Dominate AI, But Is China’s Open-Source Approach Unstoppable?

    The South China Morning Post’s editorial board published a striking assessment on July 28: China’s open-source AI strategy is “unstoppable,” and Washington’s fear of China’s AI progress is evident in “tired accusations and threatening sanctions.”

  3. China Accuses US of ‘AI Hegemonism’ — and Fires Back With a Counter-Accusation

    China’s Ministry of Commerce accused the United States of “AI hegemonism” on July 27, threatening “all necessary measures to firmly safeguard its legitimate rights and interests” in response to what it called unfounded allegations and double standards in AI policy.

  4. China Begins Mass Production of Homegrown DUV Lithography Machines, Targeting SMIC, Hua Hong, and CXMT

    China has started mass production of domestic immersion deep ultraviolet (DUV) lithography machines, a step that could reshape how its leading chipmakers navigate US-led export controls. A state-backed Shanghai company has begun building the tools, with first deliveries this year to Semiconductor Manufacturing International Corp.

Monday, July 27, 2026

  1. MARKETSPOLICY

    China’s Secret Weapon for Funding Its Tech Dreams: Household Savings

    As China navigates a complex economic transition, moving away from its traditional reliance on real estate and debt-fueled infrastructure, Beijing is deploying a powerful new strategy to finance its technological ambitions.

  2. POLICYGEOPOLITICS

    Opinion: The West Debates AI’s Future Without Half of the World

    A recent open letter organized by the Stanford Digital Economy Lab, signed by over 200 leading economists and AI researchers, including 16 Nobel laureates, issued a stark warning about the transformative economic impact of artificial intelligence.

  3. POLICYGEOPOLITICS

    Opinion: The Way to Beat China in AI Is to Out-Open-Source It, Not Restrict It

    In a provocative op-ed published in the Wall Street Journal on July 26, 2026, tech entrepreneur Judd Rosenblatt argues that the United States is taking the wrong approach to competing with China in the artificial intelligence race.

  4. POLICYAPPLIED AI

    China’s “Next New Three”: AI, Robotics, and Innovative Drugs Named as New Strategic Export Industries

    China has officially designated artificial intelligence, robotics, and innovative pharmaceuticals as its “next new three” strategic industries, signaling a major shift in the country’s economic and export strategy.

Sunday, July 26, 2026

  1. MARKETSPOLICY

    How Beijing’s Money Is Reshaping China’s AI Ventures

    Beijing has become China’s most consequential venture capitalist, and the numbers are striking. According to data from Zerone cited by the South China Morning Post, government-linked investors went from fewer than 10 AI deals per year before 2018 to more than 140 deals in 2025, a roughly 15-fold increase in less than a decade.

  2. POLICYGEOPOLITICS

    Xi’s Open-Source Gambit: How WAIC 2026 Revealed China’s Decade-Long AI Strategy

    Xi Jinping’s speech at the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai was widely covered as an endorsement of open-source AI and a rebuke of US chip restrictions.

Saturday, July 25, 2026

  1. GEOPOLITICSPOLICY

    Trump Is Using AI Curbs and Tariffs as Summit Leverage — Analysts Warn It Could Backfire

    The Trump administration is intensifying pressure on China across multiple fronts, from AI model investigations to fresh tariff threats, in what analysts describe as a deliberate strategy to extract maximum concessions before President Xi Jinping’s scheduled September 24 visit to Washington.

  2. GEOPOLITICSPOLICY

    US-China AI Sanctions Dispute Threatens to Derail September Safety Talks

    The fragile diplomatic architecture supporting US-China AI cooperation is under severe strain. Just weeks after Washington and Beijing scheduled their first formal AI safety talks for September, a cascade of sanctions threats, distillation accusations, and retaliatory posturing has left the planned dialogue, and potentially the Trump-Xi summit itself, hanging in the balance.

  3. POLICY

    APEC Adopts Chengdu Statement on AI as China Pushes Its Governance Model to 21 Economies

    China secured a notable diplomatic win this week as ministers from all 21 Asia-Pacific Economic Cooperation (APEC) member economies adopted the “Chengdu Statement” on digital technologies and artificial intelligence, endorsing a joint framework for cross-border cooperation on AI innovation, connectivity and security.

  4. GEOPOLITICSPOLICY

    Jensen Huang Says US Firms Should “Absolutely” Be Permitted to Use Chinese AI Models as Trump Weighs a Ban

    Nvidia chief executive Jensen Huang has stepped squarely into the Trump administration’s most contentious AI debate, arguing that American companies should “absolutely” be free to run their workloads on Chinese open-weight models, even as the White House prepares options that could ban them outright.

  5. China’s Vice Premier Called AI Chip Resisters “Traitors” as Beijing Bet Everything on Huawei

    A Wall Street Journal investigation has pulled back the curtain on the political machinery behind China’s domestic AI chip drive, revealing a top-down mobilization campaign led by Vice Premier Ding Xuexiang, one of Xi Jinping’s most trusted lieutenants.

Friday, July 24, 2026

  1. GEOPOLITICSPOLICY

    Trump Confirms AI on Agenda for Xi Jinping’s September 24 Visit as Pew Survey Shows Americans Doubt US Lead

    President Donald Trump has confirmed that artificial intelligence will be a central topic when Chinese President Xi Jinping visits Washington on September 24, framing the encounter as a defining moment in what he called a race that “whoever wins that race is probably going to win. Period.”

  2. GEOPOLITICSPOLICY

    As the US-China AI Gap Narrows to Weeks, Washington Faces a Policy Crossroads

    When ChatGPT stunned the world in late 2022, US artificial intelligence labs enjoyed what looked like an unassailable lead, measured not in months, but in years. By early 2025, DeepSeek’s R1 had compressed that advantage to a matter of months.

  3. POLICYMODELS

    Kimi K3 Open Weights Release Set for July 27 — China’s Export Control Threat Could Block It

    Moonshot AI’s much-anticipated release of Kimi K3’s open weights, scheduled for July 27, has become the most immediate test case for a policy shift that could reshape the global AI supply chain from the top down.

  4. POLICYFUNDING

    Hefei’s CXMT Jackpot Is Fueling a New Wave of Local Government Tech Bets

    When ChangXin Memory Technologies begins trading on Shanghai’s STAR Market next Monday, the biggest winner will not sit inside a Silicon Valley venture fund or a Beijing state bank.