Is China catching up with the US in AI? With Kyle Chan

中国在人工智能领域是否正在赶超美国?与凯尔·陈探讨。

The Economics Show

2026-07-24

30 分钟
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单集简介 ...

The US has long been the world’s undisputed leader in AI. Now, that lead looks under threat. Cutting-edge Chinese models such as Kimi K3 are proving almost as capable as leading American models; meanwhile, companies in the US and Europe are turning to cheap, efficient Chinese software from companies including DeepSeek and Z.ai in an attempt to curb high usage costs. As China takes strides – and Beijing considers export controls on its AI models – Soumaya speaks to Kyle Chan, fellow at the Brookings Institution's John L Thornton China Center, to find out more. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading:  Chinese AI start-up Moonshot launches model challenging Anthropic’s lead Companies turn to Chinese AI models to cut costs China weighs tighter export controls on AI models and chips Presented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music and sound design by Breen Turner. Edwin Lane is the senior producer. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • There are two major players in the global race for AI supremacy, the US and China.

  • Few dispute that the US is the technological leader, but increasingly the Chinese are catching up.

  • On July 17th, the UK's AI Security Institute said that the gap between Chinese AI models

  • and leading US models is narrowing faster than previously thought.

  • In 2025, Chinese developers were six to ten months behind US rivals.

  • Today, as my FT colleagues have been reporting, the gap is as little as four months.

  • It's got to the point where the Chinese are considering turning the tables on the West.

  • For years, they have been suffering Western export restrictions on AI chips and technology.

  • Now, the Chinese Ministry of Commerce is considering tightening export controls on its own AI tech.

  • So how is China's AI strategy working?

  • What do the Chinese want?

  • And should the rest of the world be worried about it?

  • This is The Economics Show with Samaya Keynes.

  • I'm joined today by Kyle Chan.

  • Kyle is a fellow at the Brookings Institution, where his research focuses on technology and industrial policy.

  • This is Kyle's second appearance, which makes him an official friend of the show.

  • Kyle, welcome.

  • Great to be here.

  • Great to be back.

  • Great to have you.