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Artificial intelligence "double oligopoly" situation has come between China and the United States
In recent reports, Spanish media have highlighted that China is experiencing a genuine artificial intelligence (AI) revolution, with its capabilities now matching those of the United States, the current global leader in the field. By 2030, China is expected to emerge as the world’s leading hub for AI innovation, driven by strong government support and rapid technological advancements.
Western media outlets have also noted how AI is becoming deeply embedded in daily life across China. Voice-activated systems, for example, can recognize user voices and adjust volume accordingly, while smart home devices respond to voice commands—opening curtains, adjusting air conditioning, or even shutting off vacuum cleaners automatically. HKUST, a company specializing in speech recognition technology, has over 2,000 products utilizing this innovation and has been officially recognized by the Chinese government as an AI industry leader.
According to Spain’s *National News* website, China is undergoing a real AI transformation, with its capabilities already competing with U.S. tech giants. The Chinese leadership has prioritized AI as a national strategic goal. The government’s new-generation AI development plan outlines clear targets: by 2020, China aims to match global AI standards, and by 2030, it will become the world’s leading AI innovation center.
This strategy is already showing results. Chinese AI firms are working on autonomous ships, AI-driven traffic management systems for highly congested cities, early disease detection tools that identify symptoms before patients notice them, and AI-based loan platforms that help select the best borrowers and detect fraud.
For instance, facial recognition systems developed by companies like Face++ and others are used at Beijing Railway Station to streamline ticket checks, significantly reducing passenger wait times. These systems are also employed at customs to detect smugglers and identify suspects within minutes.
HKUST Telecom, known for achieving 95% accuracy in speech recognition, is also developing advanced public safety technologies. Its monitoring system can instantly recognize suspicious sounds during phone calls, and it supplies voice recognition equipment to various provincial security systems in China. A sales manager from the company stated, “We can definitely use AI to solve public safety issues.†Their technology can detect certain alerting words during conversations and automatically disconnect calls if these words appear in specific sequences, helping police dismantle telecom fraud rings and prevent millions in losses.
Whether for security, defense, economic growth, or social welfare, there is no doubt that China is rapidly becoming a major player in the AI industry.
China holds several key advantages. Its digital economy has reached $3.4 trillion, making up 30% of GDP. With 751 million internet users and 1.39 billion mobile phone users, China generates massive amounts of data—often referred to as the "fuel" for AI by former Google China president Lee Kai-fu.
Another major strength is China’s substantial investment in AI. From 2012 to 2017, investors poured $4.5 billion into over 200 AI startups. According to Wuzhen Think Tank, by 2016, China had accumulated $2.76 billion in AI financing, and by 2030, the industry is expected to reach $150 billion.
Experts like Lee Kai-fu and Te Lun Luo emphasize that China’s policy planning must be taken seriously, given the government’s track record of delivering results. They argue that the AI duopoly between China and the U.S. is not only inevitable but already underway. As both nations push forward, the future of AI will likely be shaped by their ongoing competition and collaboration.