The CCP is very active in the matter of AI. In fact, the DeepSeek moment was responsible for Xi calling for a private meeting with tech bosses, including the exiled Alibaba founder Ma. Which is practically unheard of in China politics.
I don't have enough information to say whether the Chinese leadership sees AI "just as the next technology" or they are more cautious due to its double-sword nature. But the immense efforts for building their own AI/GPU chips plus government's billions fund pushed for AI build out, a directive for fast pace integration on large scale and a sweeping national education reform for AI, I don't think it can be seen as similar to other ordinary techs.
[0] https://www.reuters.com/world/china/china-prepares-295-billi...
[1] https://www.globalneighbours.org/en/articles/china-unveils-n...
[2] https://english.www.gov.cn/news/202606/10/content_WS6a296017...
There's plenty to not like about the CCP, but their strategic investment in the country as a whole is impressive. It would be great to have that on our side as well but with the current state of things that is a non-starter.
> I don't think it can be seen as similar to other ordinary techs.
Not saying its a bad thing, but US and EU limited exports of chips and litography equipment to China for decades.
There is literally nothing else China can do to secure their supply of chips. They would do it even without AI bubble.
Its military tech now and this is not just about LLMs. Autonomous flying killbots need GPUs too.