China vs. US: The Escalating AI Arms Race | The Dip Podcast

China's AI ambitions have evolved beyond merely catching up to Silicon Valley. Beijing is now building a comprehensive ecosystem—spanning chips, data centers, energy, talent, and global markets—designed to challenge US technological dominance. As Chinese companies release increasingly powerful AI models, the critical question is no longer whether China can compete, but who will shape the future rules of AI. In this episode of The Dip podcast, host Kassandra Sundt is joined by Claire Chu from Janes to dissect the escalating AI arms race. They discuss China's strategic investments, the role of state support, and the implications for global AI governance. The conversation also explores how the US is responding and what the competition means for the broader tech landscape. The podcast delves into the geopolitical stakes of AI leadership. It examines whether the future will be shaped by the US, China, or a combination of both, and what that means for innovation, security, and global power dynamics.