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- A clear roadmap
- Colossal investments and boundless ambitions
- are the real fuel. The goal is ambitious: to triple the production of AI-dedicated semiconductors by 2026. Despite Western sanctions, companies like Huawei and SMIC are working to establish new production lines for 7nm manufacturing. « Intelligent » computing power is estimated to grow at a rate of
- So, what do you think? Can China really dominate the world through AI, or is it betting on the wrong horse?
- intensifies its transformation, check out our latest article.
There China pushes the limits of audacity by presenting its vision for an economy entirely powered byartificial intelligence from here 2035. In a global context where many fear the appearance of a speculative bubble, Beijing, for its part, fully embraces this technological revolution. With a transformation plan that integrates AI into key sectors such as science, there governance and theindustry, China is not just making promises, but is drawing a clear roadmap to reshape its economy and assert itself as an undisputed leader on the world stage.
China is beginning a bold revolution, envisioning an economy driven entirely by artificial intelligence (AI) by 2035. While the West worries about a speculative bubble around AI, the Asian power is moving forward without restraint with an ambitious ten-year plan that could upset the global balance. Through colossal investments and a desire for radical transformation, the Chinese strategy aims to make AI an essential pillar of modern society.
A clear roadmap
With its recently revealed ten-year plan, China’s State Council lays out a clear and detailed plan. By 2027, the goal is to integrate AI into six key areas: science and technology, citizen well-being, industry, consumption, governance And international relations. An integration that should not be underestimated, as it promises to redefine daily interactions and the very structure of society.
By 2030, China aims to achieve an adoption rate of 90% of AI, elevating this technology to the status of national infrastructure. Moving towards 2035, the objective is to reshape society and the economy, embracing a new era of production described as “ intelligent A transformation of this magnitude requires resources and a strategy that match the stated ambitions.
Colossal investments and boundless ambitions
The potential of AI in China is supported by staggering investments. Nearly $100 billion has already been mobilized to propel this innovative machine. Giants like Alibaba plan to inject between $50 and $53 billion into the cloud and AI sectors over the next three years. This demonstrates a clearly stated ambition: to make AI a catalyst for economic growth. Furthermore, Big Fund III has set aside $47.5 billion to support domestic production of chips, essential for the proper functioning of artificial intelligence. By 2028, Morgan Stanley’s forecasts suggest an impressive return on investment, reaching a return of
+52% by 2030. The essential engine: chip production Beijing understands that while AI represents the brain, chips
are the real fuel. The goal is ambitious: to triple the production of AI-dedicated semiconductors by 2026. Despite Western sanctions, companies like Huawei and SMIC are working to establish new production lines for 7nm manufacturing. « Intelligent » computing power is estimated to grow at a rate of
46.2% per year through 2028. Domestic players like Cambricon aim to rival giants like Nvidia. Valued at nearly $80 billion, the company is targeting revenues of $5 billion to $7 billion by 2025, with a threefold increase in its market share by 2028. A market with dizzying prospects The projections for the Chinese AI market are simply mind-boggling. It could be worth $1.4 trillion by 2030, generating a contribution of $11 trillion yuan (approximately $1.5 trillion)
) to the national GDP by 2035. The projects go well beyond technology, with direct AI revenues estimated at $100 billion per year by 2030, coupled with significant added value in healthcare, manufacturing, and services, reaching $1 trillion. Promises and Challenges AheadAlthough China appears to be narrowing the gap with the United States in AI, challenges remain. In 2023, American models outperformed their Chinese counterparts in 13% of reasoning tests, a gap that fell to 8.1% a year later. However, model opacity, bias, and excessive energy consumption remain critical concerns. Beijing is banking on rigorous state coordination to minimize speculative excesses. Meanwhile, the West is already concerned about the risks of a speculative bubble in the AI market. A New Era to Envision With its bold vision for 2035, China is not just participating in the global AI race; it is determined to redefine its rules. The transformation of its economy and the modernization of its society could establish a technological center of gravity, challenging current norms. However, with such promises come proportional risks. The question then arises: can AI, still imperfect, really carry this new model?
So, what do you think? Can China really dominate the world through AI, or is it betting on the wrong horse?
Share your opinion in the comments! If you are interested in concrete applications of AI, check out our article on the rise of AI-powered ads on Vinted . Also discover how an AI like Polymateis coping with excesses on social media. For public discussions, AI is finding its place . Finally, to learn more about howOracle
intensifies its transformation, check out our latest article.
