Growth expected for Beijing’s AI industry despite US curbs, with some estimating a 55 per cent domestic market share for Chinese firms by 2027

Despite recent concessions and shifts in rhetoric, US President Donald Trump’s new artificial intelligence action plan leaves the core of American policy towards China unchanged – maintaining tight restrictions on key technologies while accelerating deregulation and infrastructure support for his country’s AI giants.

Analysts said the administration’s strategy would intensify the US-China tech rivalry, and with Washington unlikely to loosen its grip, China would have little choice but to double down on self-reliance.

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