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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…
 • Kyle Chan
China is running multiple AI races
While the US chases AGI, China is more focused on efficiency, adoption, and physical integration
 • Kyle Chan
How China turns predictability into power
My new Foreign Affairs piece on China's approach to geopolitics. China is not offering a more generous alternative to the US but a more predictable one.
 • Kyle Chan
Does China care about AGI?
Chinese tech leaders and researchers talk openly about AGI. But Chinese policymakers don't seem focused on the "race to AGI" like in the US.
 • Kyle Chan
The Great Tech Reversal: My Financial Times op-ed
"The diffusion of technology between China and the West is increasingly a two-way street."
 • Kyle Chan
US-China recoupling in an age of decoupling
Love will find a way? Powerful forces keep pulling the US and China together even as geopolitics tries to pull them apart.
 • Kyle Chan
AI agents and the 90% problem
Useful AI agents are still limited by their reliability on real-world tasks. But Chinese AI agents are pushing the limit.
 • Kyle Chan
China's emerging export control regime
China is trying to build a "unified export control system" that's about much more than just leverage in the latest negotiations with the US
 • Kyle Chan
A smarter strategy for AI chip export controls to China
In a new Foreign Policy piece, Ray Wang and I argue that Chinese tech firms don't want to use Huawei's AI chips. But export controls on Nvidia's chips…
 • Kyle Chan and Ray Wang
China's AI industrial policy
China wants to be the global leader in AI and is deploying industrial policy tools across the entire AI tech stack, from chips and data centers to…
 • Kyle Chan
Chinese industrial maximalism: Lu Feng
Renowned Chinese scholar Lu Feng makes the case for why China needs more--not less--industrial development, particularly in its showdown with the US.
 • Kyle Chan, Thomas des Garets Geddes, and Ailsa Brown 白艾栩
My New York Times piece on China and the US
My op-ed is an urgent wake-up call for the US. China is forging ahead on AI, robotics, high-tech manufacturing, etc. Meanwhile, Trump is destroying the…
 • Kyle Chan
Huawei the Hydra
A closer look at the crown jewel of China's industrial policy through Eva Dou's new book House of Huawei
 • Kyle Chan
Double-edged swords in the US-China Cold War
The US and China are in a cold war, not a trade war. And they are fighting with double-edged swords that end up harming both sides.
 • Kyle Chan
High Capacity
High Capacity
China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.
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China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.
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