China quietly profits from US AI boom despite Washington’s tech curbs: research
SCMP Tech / 4/14/2026
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Key Points
- The research argues that China is positioned to profit from the ongoing US AI boom even as Washington tightens technology curbs.
- It claims China remains “enmeshed in Asian supply chains,” enabling it to capture economic value through manufacturing and related upstream/downstream roles.
- The report suggests that US AI spending is likely to translate into demand that benefits China indirectly via regional production and component ecosystems.
- Overall, the piece frames US export controls as potentially limiting certain transfers while still leaving room for China to gain from market-linked effects of AI investment.
China is gaining from America’s trillion-dollar artificial intelligence spending spree despite Washington’s efforts to curb Chinese technology ties, as the US data centre boom ripples through Asian technology supply chains, according to research by Oxford Economics.
Roughly US$2 trillion worth of data-centre projects are planned or under way in the US, according to a report by the consultancy, with as much as three-quarters of the cost tied to equipment such as semiconductors and servers.
That...
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