The Sino-U.S. AI Race — A Score Card

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Good evening. China and America’s race to dominate AI will be determined by at least six factors including power generation, data center infrastructure, semiconductors, AI models’ capabilities, their popularity with users and industry revenues. In this week’s cover article, Rachel Cheung scores and charts each category, with the U.S. leading on points in at least four of them. But the contest is only just getting started with all to play for. As a general rule, China does better in areas where government planning is critical, while private sector-driven areas are dominated by the U.S. China is running away with the power generation race — each year it adds new capacity equal to twice the entire installed capacity of Europe’s biggest economy, Germany. The U.S. in turn, has sizable leads in data center infrastructure, semiconductors and industry revenues. In the latter category, the combined quarterly cloud revenues of Amazon, Microsoft and Google are more than $86 billion, compared to less than $8 billion for Alibaba, Tencent and Huawei.Rachel discusses her article with Savannah Billman in the Wire China podcast, which also features excerpts of Evan Peng’s conversation with career China diplomat Sarah Beran.Other items in this week’s issue: Ford, GM, Tesla … BYD? Why Chinese EVs could be coming to a U.S. dealership near you; Sino-U.S. trade; a conversation with Sarah Beran; and how not to manage relations with Japan.Subscribe nowIllustration by Nate KitchU.S. Muscle vs Chinese AgilityIt was just over a year ago that China’s DeepSeek shocked the tech industry — and global mar…