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Business Insider
an hour ago
- Business Insider
China Calls for Global AI Rules as U.S. Escalates Tech Fight – What Investors Should Watch
China is proposing to lead the creation of a new international body to shape the future of artificial intelligence. Speaking at the World Artificial Intelligence Conference in Shanghai, Premier Li Qiang called for a World AI Cooperation Organization, aiming to make AI development more inclusive and to prevent it from being dominated by a handful of nations or companies. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. The proposal comes as the global AI race accelerates. Premier Li cited the need for shared governance to address the risks tied to AI, from job losses to security concerns. Former Google (GOOG) chief executive Eric Schmidt backed the idea of global collaboration, saying the U.S. and China should work together to maintain stability and ensure human control over powerful AI systems. Tensions Rise as China Courts Allies and the U.S. Doubles Down However, turning that vision into a working framework will not be easy, as the U.S. is taking a different path. Just days before the conference, President Donald Trump signed new executive orders to ease regulations and boost energy access for AI infrastructure, including data centers. These moves are designed to strengthen companies like OpenAI and Google while reinforcing America's lead in advanced AI. In the meantime, geopolitical friction remains high. U.S. restrictions on Nvidia Corporation (NVDA) chips continue to limit China's access to high-end semiconductors. Premier Li acknowledged these supply chain issues and reaffirmed China's goal to reduce its reliance on foreign technology. That includes support for homegrown companies like DeepSeek, which has gained attention for scaling up open-sourced models and AI agents. China's strategy also includes outreach to the Global South, including partnerships with Brazil and African nations. However, international trust remains a hurdle. Western companies and governments are hesitant to align with a governance model led by Beijing, especially regarding concerns around data access, intellectual property, and dual-use technologies. Takeaway for Investors For investors, the gap between cooperation and competition is clear. Chinese firms are racing to set their own benchmarks, while U.S. players double down on domestic infrastructure and AI regulation. The idea of a global AI framework may gain traction diplomatically, but market dynamics suggest a more fragmented path forward. Whether this initiative reshapes AI development or becomes another diplomatic flashpoint will depend on how governments and companies balance access, risk, and control in the months ahead. Using TipRanks' Comparison Tool, we've analyzed several leading AI stocks that could be influenced by geopolitical tensions, shifting regulations, and broader market dynamics.
Axios
4 hours ago
- Axios
AI's global race in the dark
The U.S.'s great AI race with China, now freshly embraced by President Trump, is a competition in the dark with no clear prize or finish line. Why it matters: Similar "races" of the past — like the nuclear arms race and the space race — have sparked innovation, but victories haven't lasted long or meant much. The big picture: Both Silicon Valley and the U.S. government now agree that we must invest untold billions to build supporting infrastructure for an error-prone, energy-hungry technology with an unproven business model and an unpredictable impact on the economy and jobs. What they're saying:"America is the country that started the AI race. And as president of the United States, I'm here today to declare that America is going to win it," Trump said at a Wednesday event titled "Winning the AI Race." Policy experts and industry leaders who promote the "race" idea argue that the U.S. and China are in a head-to-head competition to win the future of AI by achieving research breakthroughs, establishing the technology's standards and breaking the AGI or "superintelligence" barrier. They suggest that the world faces a binary choice between free, U.S.-developed AI imbued with democratic values or a Chinese alternative that's under the thumb of the Communist Party. Flashback: The last time a scientific race had truly world-shaping consequences was during the Second World War, as the Manhattan Project beat the Nazis to the atomic bomb. But Germany surrendered well before the U.S. had revealed or made use of its discovery. The nuclear arms race with the Soviet Union that followed was a decades-long stalemate that cost fortunes and more than once left the planet teetering on an apocalyptic brink. The 1960s space race was similarly inconclusive. Russia got humanity into space ahead of the U.S., but the U.S. made it to the moon first. Once that leg of the race was over, both countries retreated from further human exploration of space for decades. State of play: With AI, U.S. leaders are once again saying the race is on — but this time the scorecard is even murkier. "Build a bomb before Hitler" or "Put a man on the moon" are comprehensible objectives, but no one is providing similar clarity for the AI competition. The best the industry can say is that we are racing toward AI that's smarter than people. But no two companies or experts have the same definition of "smart" — for humans or AI models. We can't even say with confidence which of any two AI models is "smarter" right now, because we lack good measures and we don't always know or agree on what we want the technology to do. Between the lines: The "beat China" drumbeat is coming largely from inside the industry, which now has a direct line to the White House via Trump's AI adviser, David Sacks. "Whoever ends up winning ends up building the AI rails for the world," OpenAI chief global affairs officer Chris Lehane said at an Axios event in March. Arguing for controls on U.S. chip exports to China earlier this year, Anthropic CEO Dario Amodei described competitor DeepSeek as "beholden to an authoritarian government that has committed human rights violations, has behaved aggressively on the world stage, and will be far more unfettered in these actions if they're able to match the U.S. in AI." Yes, but: In the era of the second Trump administration, many Americans view their own government as increasingly authoritarian. With Trump himself getting into the business of dictating the political slant of AI products, it's harder for America's champions to sell U.S. alternatives as more "free." China has been catching up to the U.S. in AI research and development, most tech experts agree. They see the U.S. maintaining a shrinking lead of at most a couple of years and perhaps as little as months. But this edge is largely meaningless, since innovations propagate broadly and quickly in the AI industry. And cultural and language differences mean that the U.S. and its allies will never just switch over to Chinese suppliers even if their AI outruns the U.S. competition. In this, AI is more like social media than like steel, solar panels or other fungible goods. The bottom line: The U.S. and China are both going to have increasingly advanced AI in coming years. The race between them is more a convenient fiction that marshals money and minds than a real conflict with an outcome that matters.
The Hill
5 hours ago
- The Hill
A hybrid electric grid is answer for today's energy woes
U.S. electricity demand is rising rapidly, and all the while the electric system is operating closer to its physical limits, causing more frequent system disturbances. These problems will increase in number and severity if we continue down our current path. Most national attention has focused on the need for additional generation. However, the power produced by these generators cannot be delivered to the trillions of devices that use this energy without a robust network of transmission lines that links generators to local distribution networks throughout the country. The current patchwork legacy system of jurisdictional responsibilities and competing state interests bottlenecks the needs of the 21st century electric economy. Transmission siting approvals are shared among many redundant decisionmakers based on laws enacted when interstate transmission was in its infancy. The result is that sub-regional decisions are made that fail to take full consideration of the advantages, economies of scale and the best new technologies that benefit the interconnection as a whole. A high-voltage direct current (or DC) transmission system, for example, can overlay the alternating current or AC grid, providing significantly more capacity to move power large distances to users. High-voltage DC, however, can only be optimized by studying the electric network as a whole. The average age of our transmission lines is between 40 and 50 years. Obtaining required approvals of new projects can take decades, and lines proposed to meet minimum reliability requirements are often rejected for political reasons or abandoned by their proponents as costs and delays accumulate. As the grid is stretched closer to its physical limits, lower-cost generators operating below their full capability cannot help regions in distress because of the delivery limitations of the AC system. As recently observed, the Northeast operated near critical limits during an extended heat wave, while generation in neighboring areas couldn't be delivered to alleviate the concern. NERC, the national agency responsible for reliability of the high voltage electric system, stated in its 2024 Reliability Report that 35 GWs of additional transfer capability was needed throughout the national grid. Electricity does not flow over transmission lines like water or natural gas through pipes. Changes in supply or demand and other system conditions instantaneously impact power flows across the entire Eastern (600GWs), Western (160GWs) and Texas (95 GWs) AC interconnections based on physical laws unique to electricity. This speed-of-light delivery must be kept in balance between power sources and uses at all times, while maintaining a constant frequency of 60 hertz and ensuring that the amount of energy transmitted does not exceed the capacity of any individual transmission line in the interconnection. Every second, complex computer programs surveil every source, line and use to identify limitations that result from system changes so that operators can respond effectively. Because every change affects the entire AC network, complex, protracted studies must be made for all system additions, slowing down the ability to keep up with requests to connect to the system. The Chinese and Europeans have long recognized these same problems. In 2005, the Chinese began to overlay their 1300 GW AC grid with an high-voltage DC system, creating a hybrid grid that currently consists of 55 HVDC lines with a combined 170 GWs of transfer capacity. Another 27 GWs is under construction. Many of China's high-voltage DC lines are more than 1,500 miles long, and a new 12 GW line is over 2,100 miles long, which is like connecting California to the MidAtlantic. The Europeans formed a consortium, ' Friends Of The Supergrid,' in 2006 to consider a high-voltage DC supergrid over their 540 GW AC grid. Europe also established ENTSOe, a group of all transmission owners, to study their collective transmission needs and coordinate a unified plan with the European Union. But the U.S. has not taken full advantage of high-voltage DC capability and other important new technologies. In 2016, Alexander Macdonald published a study based on 10 years of NOAA supercomputer analysis of system conditions and weather patterns, which concluded that every dollar of high-voltage DC investment would produce $3 of benefits while also substantially reducing carbon emissions. Opportunities also exist to replace existing conductors with composite core conductors, which would substantially increase the carrying capacity of existing lines. And a new technology known as grid-forming inverters can detect system anomalies in milliseconds, providing immediate benefits to real time grid reliability. This capability is especially important as more 'rotating iron' is reaching the end of its useful life. If these matters are not addressed, America will not have the energy to meet the needs of a growing economy. We need a program to upgrade the national electric grid, which should include three critical elements. First, like the establishment of the transcontinental railroad and interstate highway system, America needs to build a national, preferably buried, network of high-voltage DC lines that overlays the existing AC network. In addition to the physical security and environmental advantages, buried high-voltage DC lines can be placed in the same Right of Way as existing AC transmission lines. Second, the transfer capacity of the existing AC network should be improved by hot line conversion, without taking any line outages, to composite core conductors on crucial circuits. Third, the advantages of grid-forming inverters to real-time grid reliability are intuitively obvious; installation of these devices should be a priority. With rapidly rising demand, the future is coming at us quickly, and we are not ready for it. These three priorities, effectively implemented, would assist in ensuring that there is sufficient reliable energy to meet the growth needs of the American economy.
