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TEXXR

Chronicles

The story behind the story

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A look at China's bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them

Beijing makes most ambitious offer yet to build alternative global order  —  China's President Xi Jinping has set …

Financial Times

Context & Ripple Effects

China has been building this position over several linked moves: domestic firms were already releasing models openly to work around US constraints and draw on outside developers, while Xi has framed open-source AI and Global South capacity-building as a public policy priority.

The latest initiative turns that messaging into a broader access strategy. It also extends a longer state-led AI agenda, while emphasizing practical deployment over a singular race for frontier capability.

First-order effects

  • Developing-country users and institutions targeted for training gain a clearer route to adopt Chinese open models, rather than relying solely on proprietary platforms from US providers.
  • Chinese model makers can pair broad model availability with skills-building, increasing the practical usefulness and reach of their AI ecosystems abroad.

Second-order effects

  • US and other proprietary-model providers face a sharper distribution challenge in markets where cost, local capability-building, and access to model weights matter alongside raw model performance.
  • The effort reinforces the application-focused direction Beijing has set for its technology sector, following its push to orient domestic AI companies toward real-world use cases.

Third-order effects

  • If countries build local systems and developer skills around Chinese models, AI model access may become a more durable source of geopolitical alignment and technology dependence.
  • The contest could shift from a narrow comparison of frontier models toward competing packages of models, training, deployment support, and national AI capacity.

The trend: AI competition is expanding into a model-access contest in which governments use open ecosystems and capacity-building to shape overseas technology choices.

Discussion

  • @jchengwsj Jonathan Cheng on x
    @george_chen The end result could be a market that looks like Android and iOS, says @kevinsxu: “What I envision three years from now is that OpenAI and Anthropic will still make the most money and then you have a bunch of open models...a lot of them coming from China.” https://ww…
  • @jchengwsj Jonathan Cheng on x
    FT: US “closed models”, which include products offered by OpenAI and Anthropic, were too expensive for most consumers in global south countries. “So China has suddenly provided a very good Plan B, maybe even better than the Plan A,” @george_chen said. https://www.ft.com/...
  • @kennedycsis Scott Kennedy on x
    A lot easier for China to build “an alternative global order to that of the US-led west” when the US has undermined the order it had built & is putting as much pressure - or more - on allies & others as it is on China. https://www.ft.com/... via @ft