China's technology long game

What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future.

Mar 20 • Kyle Chan

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China is running multiple AI races

While the US chases AGI, China is more focused on efficiency, adoption, and physical integration

Mar 12 • Kyle Chan

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February 2026

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.

Feb 27 • Kyle Chan

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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.

Feb 15 • Kyle Chan

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January 2026

The Great Tech Reversal: My Financial Times op-ed

"The diffusion of technology between China and the West is increasingly a two-way street."

Jan 26 • Kyle Chan

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December 2025

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.

Dec 19, 2025 • Kyle Chan

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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.

Dec 5, 2025 • Kyle Chan

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October 2025

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

Oct 18, 2025 • Kyle Chan

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August 2025

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…

Aug 5, 2025 • Kyle Chan and Ray Wang

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June 2025

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…

Jun 27, 2025 • Kyle Chan

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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.

Jun 19, 2025 • Kyle Chan, Thomas des Garets Geddes, and Ailsa Brown 白艾栩

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May 2025

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…

May 19, 2025 • Kyle Chan

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