How the China-US AI arms race is escalating | The Dip Podcast

China's AI ambitions are no longer just about catching up to Silicon Valley. From chips and data centers to energy, talent and global markets, Beijing is building an entire ecosystem designed to challenge US technological dominance. As Chinese companies roll out increasingly powerful AI models, the question is no longer whether China can compete, but who will shape the AI rules of the future. The US? China? Some combination of the two? The Dip's Kassandra Sundt is joined by Claire Chu from Janes and the Council on Foreign Relations' Zongyuan Zoe Liu.
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00:00 The AI story everyone is missing
02:53 China's infrastructure advantage
04:08 Financing the AI race
05:26 Why China sees AI differently
07:10 Winning markets across the Global South
09:27 The next EV-style competition?
12:50 The chip war intensifies
15:07 China's open-source AI strategy
16:22 Southeast Asia becomes a battleground
19:09 Kazakhstan and the new non-alignment
22:35 The energy behind artificial intelligence
24:26 Who sets tomorrow's AI rules?
27:04 The future of the US-China tech rivalry

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