Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
US-China Decoupling: Who Pays for the $184 Billion AI Push
Episode US-China Decoupling: Who Pays for the $184 Billion AI Push
The $184 billion that China's state guidance funds poured into AI-related companies between 2000 and 2023 repeats the architecture of Japan's Zaitō and Korea's National Investment Fund: household savings paid little and steered toward sectors designated by the plan. The difference is the outlet: steel and ships found foreign demand, while Chinese compute faces an external market segmented by American controls and a domestic market compressed by the very mechanism that pays for the facilities.
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