Competition or ‘co-opetition’: how is convergence shaping AI race between China and US?
SCMP Tech / 4/4/2026
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Key Points
- The article uses a speech by a Chinese AI start-up CEO at an Nvidia event in the US to illustrate how the China–US AI contest is shaped by convergence and technical interdependence.
- Despite geopolitical tensions, it argues that “co-opetition” is driving progress because firms still benefit from shared suppliers, platforms, and expertise.
- The piece highlights how corporate and ecosystem relationships can remain symbiotic even when governments and public narratives emphasize competition.
- It frames convergence as a key dynamic in the AI race, where collaboration and rivalry coexist and reinforce each other’s pace of development.
There was a surprise guest speaker at Nvidia’s widely watched GPU Technology Conference (GTC) in San Jose, California, last month: Yang Zhilin, the founder of Beijing-based Moonshot AI, the developer behind the Kimi family of foundational artificial intelligence models.
Amid heated rhetoric about US-China AI competition, which some have likened to an “arms race”, the participation of a Chinese AI start-up’s CEO at the flagship event of American chipmaking giant Nvidia might have struck some as...
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