Exponential View

Exponential View

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Exponential View
Exponential View
🔮 China’s on a different AI path

🔮 China’s on a different AI path

China is deploying fast, frugal, open-weighted models and wiring them into the economy.

Grace Shao
Jul 26, 2025
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Exponential View
Exponential View
🔮 China’s on a different AI path
10
22
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Hi Azeem here,

The US-China AI rivalry has become the defining geopolitical lens through which many view the future of technology. And for good reason: it’s shaping export controls, industrial policy, and innovation trajectories on both sides. However, when a single narrative becomes dominant, it can overshadow more nuanced analysis.

That’s why I’m thrilled to hand the mic to

Grace Shao
, one of the sharpest analysts tracking China’s evolving tech landscape. Grace brings a unique perspective to the table that moves beyond great-power competition to explore the structural, commercial, and cultural dynamics shaping China’s AI ecosystem. She’s covered Asian tech for global outlets including Fortune, CNBC and the Economist Intelligence Unit. Grace has also advised top Chinese firms like Alibaba, Tencent and Lenovo – and now writes independently at
AI Proem
.

Over to Grace!

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A guest post by
Grace Shao
Writing about the business of AI/ tech, with a focus on APAC. Formerly Alibaba, CNBC. 10 years of studying and working in tech.
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