China’s AI hardware suppliers face critical component shortages as U.S. export controls bite. Domestic production can’t keep pace with surging demand—threatening Beijing’s AI infrastructure ambitions.
China is no longer a distant second in AI. DeepSeek & Baidu are closing the gap with US labs — and US semiconductor export controls may not be enough to stop it.
China’s AI deployment at population scale is creating de facto global standards — and a data advantage US firms can’t easily replicate. What it means for US competitiveness and export controls.