AI Revolution: China’s Five-Year Plan

Trump-Xi trade talks are expected this week, amidst the recent publication of China’s 15th Five-Year Plan. To get the insights on these headlines and narratives, Kaan Singh from Barclays Equity Tactical Strategies joins Patrick Coffey to discuss China’s evolving economic and tech landscape. Kaan explains how China is building a self-sustaining tech ecosystem, driven by its AI+ industrial policy and rapid advances in physical AI  - especially humanoid robotics. Recorded ahead of our 19th annual Barclays Asia Forum in Singapore, the conversation also highlights China’s centralised model for efficient AI diffusion and explores innovation across both hardware and software layers, setting it apart from the AI pathways being explored by Western economies. Tune in to get the insight on China’s playbook for exporting their AI innovations to the West, and where the next DeepSeek story could emerge.Listeners can read more on this topic:Is the AI investment cycle a sign of history repeating?Talent and trade: The new battlegrounds in AIAI revolution: Meeting massive AI infrastructure demandsImportant Research disclosuresImportant non-Research disclosures