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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’s AI outreach builds on Xi Jinping’s World AI Conference pledge to support Global South AI capabilities and his public embrace of open-source AI. The new emphasis is not only on model availability but on helping prospective users apply those tools.

It also extends a distribution strategy in which Chinese firms were open-sourcing models to work around US constraints and draw on global developers. That makes access, deployment skills and downstream ecosystems part of the contest over AI influence.

First-order effects

  • Developing-country users targeted by the program gain wider access to Chinese open models and training intended to make those models usable in practice.
  • China turns model distribution and user education into instruments of its international AI policy, reinforcing Xi’s open-source positioning.

Second-order effects

  • AI providers seeking adoption in developing markets face pressure to compete on deployability, local support and training—not solely model capability.
  • Countries offered models and skills programs may gain more leverage in choosing AI suppliers, while becoming more exposed to the technical ecosystems attached to those models.

Third-order effects

  • If sustained, AI influence will be shaped increasingly by who supplies accessible models, implementation know-how and developer communities, alongside who builds the most advanced systems.
  • This points toward a more fragmented AI order in which governments treat model access and deployment capacity as strategic infrastructure rather than a purely commercial service.

The trend: AI is becoming a vehicle for geopolitical alignment as states pair model access with the training and ecosystems needed to embed it.

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