China quietly profits from US AI boom despite Washington’s tech curbs: research
SCMP Tech / 4/14/2026
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Key Points
- Research suggests China is able to benefit economically from the US AI boom even as Washington implements technology and trade curbs.
- The report argues China is “enmeshed in Asian supply chains,” which enables it to capture value through upstream or linked components used in AI deployment.
- US AI spending is expected to spill over into broader regional demand, indirectly supporting Chinese profit channels despite restrictions.
- The findings frame the impact of export controls and tech limits as uneven, with downstream supply-chain dynamics creating opportunities for China.
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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