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Beijing's AGI strategy: The new state doctrine of artificial intelligence and its consequences for the West

The race for superintelligence is no longer just a technological competition – it has become the geopolitical drama of our time. Our research, based on the essay "AI-2027" by Daniel Kokotajlo and other authors, already indicated that the conflict between the US and China has become the central driving force behind an unleashed competition: a race without brakes, the outcome of which could determine who retains – or loses – control over the next stage of intelligence evolution.

The Accelerating Race Toward Superintelligence

While governments on both sides increasingly attempt to regulate and steer research in generative AI, the pace is paradoxically accelerating even further. A recent report from the Jamestown Foundation (“AGI Has Quietly Become Central to Beijing’s AI Strategy,” China Brief, October 1, 2025) reveals the determination with which Beijing, under the direct leadership of Xi Jinping, is driving the development of Artificial General Intelligence. What is still debated in the West as a vision or a risk has long become state doctrine in China—embedded in the Five‑Year Plan, backed by billions in investment, and supported by centralized control over research, data, and compute.

Across the Pacific, companies such as OpenAI, Google DeepMind, and Anthropic are competing for dominance in a private‑sector race shaped by closed frontier models, safety debates, and competitive pressure. Beijing, however, follows a very different path: a comprehensive, top‑down strategy in which the state fuses research, industry, and ideology into a single system—one that does not leave the emergence of superintelligence to chance, but dictates its tempo.

Thus, in the age of AI, the systems question is crystallizing into a global contest. It is no longer only about economic advantage or technological excellence, but about access to the most powerful future resource: control over an intelligence that may soon surpass every human mind.

China’s New AI Strategy

In 2025, the People’s Republic of China fully shifted from an application‑focused AI policy to an ambitious project centered on Artificial General Intelligence (AGI). What only a few years ago seemed like a distant theoretical horizon is now firmly embedded in the strategic planning apparatus of the Party‑state. The article “AGI Has Quietly Become Central to Beijing’s AI Strategy” shows that the Chinese Communist Party no longer views AGI as a far‑off research goal, but as an integral element of its modernization program. This shift is the result of a deliberate political decision to align technological development with national sovereignty, industrial transformation, and geopolitical power projection.

Since Xi Jinping’s well‑known 2018 Politburo session—where he described artificial intelligence as a “decisive strategic lever” for the scientific and industrial future—Beijing has paved the way for centralization. The goal is not merely technological parity with the United States, but political control over the foundational principles of intelligent systems. In this sense, China’s path to superintelligence is a state‑orchestrated undertaking. Research centers such as the Beijing Institute for General Artificial Intelligence (BIGAI), founded in 2020 with support from the Ministry of Science and Technology, have become the institutional backbone of a strategy that tightly integrates fundamental research, industrial application, and state governance. This “new national order” unifies scientific institutes, provincial governments, and corporations like Alibaba and ByteDance into a coordinated development ecosystem.

The uniqueness of this approach lies in its dual structure. On the one hand, the state aggressively promotes research into “frontier models”—meaning the theoretical and algorithmic foundations enabling the transition to general intelligence. On the other hand, the deployment of AI across all economic sectors is being massively expanded to secure growth, legitimacy, and steady flows of data. This creates a reinforcing cycle: while fundamental research secures long‑term sovereignty, broad industrial adoption provides the empirical and economic resources that accelerate progress. Through the “AI+” initiative and recent State Council directives, AGI is now firmly embedded in China’s national development goals through 2035—anchored in the same planning mechanisms that enabled China’s rise in fields such as 5G and solar energy.

Two Paths to Superintelligence: China’s Plan and America’s Race

At its core, China’s path toward superintelligence differs radically from the American model. In the United States, AGI development is driven by an open competition among private companies — fueled by venture capital, scientific freedom, and ethical self-regulation. In contrast, China follows a centrally planned model, where private firms like Alibaba and Deepseek are tightly integrated into a national strategy that merges research and industrial deployment into two interlocked pillars.

In the U.S., intelligence is viewed as a product — something to be marketed, regulated, and improved through competition. In China, however, it is treated as a resource of sovereignty, a strategic infrastructure of the state. Research, application, and political control are not separate spheres but components of a unified project. As such, decisions about the course of AI development are increasingly made not in labs or boardrooms, but within the Party’s Central Committee.

This distinction may have far-reaching consequences for the speed of development. In China, every application — from intelligent manufacturing to digital governance — becomes a testbed for the next generation of models. Data, compute, and capital are centrally coordinated, reducing the friction that is common in Western innovation systems. Moreover, political pressure to deliver technological breakthroughs as proof of system superiority adds urgency. While U.S. companies are increasingly slowed down by public debates around safety, ethics, and accountability — including those voiced by experts like Geoffrey Hinton, Yoshua Bengio, Max Tegmark, and publications like “AI 2027”, the “International AI Safety Report” or “If anyone builds it, everyone dies” by Eliezer Yudkowsky and Nate Soares — China’s model operates without moral delay. In this system, “alignment” doesn’t mean adherence to universal values, but rather political control and social stability. The result is a dynamic that is risky but also highly accelerated: AGI development is not slowed but systematically forced forward.

Thus, China’s strategy is less a scientific roadmap and more a civilizational wager. The state sees AGI as the foundation of a new industrial and societal order — as the operating system of future power. The American model favors openness, competition, and safety — accepting a slower, more cautious pace. The Chinese model, by contrast, unifies research, deployment, and authority into a closed loop that maximizes speed while accepting the risk of political instrumentalization. If successful, this logic will not only accelerate the path to superintelligence but steer it toward a future where technological sovereignty and political control are inseparably intertwined.

China does not view AGI as an isolated product emerging from corporate R&D labs. It is treated as a strategic national asset — a tool to fundamentally enhance economic, military, and societal efficiency. The holistic approach aims to deeply integrate AGI into the system to secure a decisive edge in global competition.

The Consequences for the West: A Stress Test

Given China’s systemic approach, the pressing question is whether the current technological lead of the U.S. and the West is sustainable. The speed of Chinese progress raises an uncomfortable but necessary question: could state-directed coordination not only accelerate development, but also more effectively maximize its economic and military returns compared to the fragmented, competitive model dominant in the West?

This growing confrontation with China could place Washington in a dilemma. As labs like OpenAI, Anthropic, or Google DeepMind inch closer to AGI, the pressure on the U.S. government to increase oversight and secure control over this strategically vital technology is likely to rise. The liberal model of open research and innovation could hit its limits when national security is on the line. In a paradoxical twist, the U.S. might be forced to adopt elements of China’s centralized model to keep up.

Conclusion: A Forced Shift of the System?

The Chinese path to superintelligence presents a fundamental challenge to the liberal, market-driven development model of the West. AGI progress is not solely dictated by technical breakthroughs — it is being shaped by a geopolitical systems competition.

And while the external pressure is mounting, an equally significant danger lies within the technology itself. Next week, we’ll dive deeper into the concrete warnings from the “Godfathers of AI” and explore the real threat of AI misalignment.

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At SemanticEdge, we closely monitor these developments. As a pioneer in Conversational AI, we understand both the potential and the risks of advanced AI systems. SemanticEdge stands for safe and transparent Conversational AI — enabled by the interplay of generative AI with a second, expressive rule-based intelligence that helps minimize hallucinations and alignment faking. Subscribe to our newsletter for more insights from our research.