Ngor Luong is a Research Analyst at CSET, focusing on China’s science and technology ecosystem, AI investment trends, and AI diplomacy in the Indo-Pacific region. She is also a nonresident fellow at the Atlantic Council’s Global China Hub, where she focuses on China’s tech, economy, and business. Prior to CSET, Ngor worked at the Center for American Progress, where she researched China’s industrial policy and 5G. Her work and commentary have appeared in the Wall Street Journal, Nikkei Asia, the Diplomat, among other outlets. She is a co-author of the Routledge-published “Chinese Power and Artificial Intelligence.” Ngor received a BA magna cum laude in International Politics and Economics from Middlebury College. She is enrolled as an M.A. candidate in Georgetown University’s Security Studies program with a concentration in technology and national security.
Ngor LuongResearch Analyst Print Bio
China’s government has pushed the country’s technology and financial firms to expand abroad, and Southeast Asia’s growing economies — and AI companies — offer promising opportunities. This report examines the scope and nature of Chinese investment in the region. It finds that China currently plays a limited role in Southeast Asia’s emerging AI markets outside of Singapore and that Chinese investment activity still trails behind that of the United States. Nevertheless, Chinese tech companies, with support from the Chinese government, have established a broad range of other AI-related linkages with public and commercial actors across Southeast Asia.
U.S. Outbound Investment into Chinese AI CompaniesJanuary 2023
U.S. policymakers are increasingly concerned about the national security implications of U.S. investments in China, and some are considering a new regime for reviewing outbound investment security. The authors identify the main U.S. investors active in the Chinese artificial intelligence market and the set of AI companies in China that have benefitted from U.S. capital. They also recommend next steps for U.S. policymakers to better address the concerns over capital flowing into the Chinese AI ecosystem.
Quad AIMay 2022
Through the Quad forum, the United States, Australia, Japan and India have committed to pursuing an open, accessible and secure technology ecosystem and offering a democratic alternative to China’s techno-authoritarian model. This report assesses artificial intelligence collaboration across the Quad and finds that while Australia, Japan and India each have close AI-related research and investment ties to both the United States and China, they collaborate far less with one another.
How to make the Quad truly quadrilateralOctober 2021
CSET's Husanjot Chahal and Ngor Luong discuss potential opportunities for the Quadrilateral Security Dialogue.
Militaries around the world have often relied on the largest global defense companies to acquire and integrate cutting-edge technologies. This issue brief examines the investment and mergers and acquisition activities in artificial intelligence of the top 50 global defense companies — a key, if limited, approach to accessing AI innovation in the commercial sector — and assesses investment trends of their corporate venture capital subsidiaries and offers a geographic breakdown of defense companies and their AI target companies.
CSET's Ngor Luong writes about China's use of financial incentives to prioritizes its technological goals.
CSET’s Private-sector AI-Related Activity Tracker (PARAT) collects data related to companies’ AI research and development to inform analysis of the global AI sector. The global AI market is already expanding rapidly and is likely to continue growing in the coming years. Identifying “AI companies” helps illustrate the size and health of the AI industry in which they participate as well as the most sought-after skills and experience in the AI workforce.
As part of its strategy to achieve global leadership in AI, the Chinese government brings together local governments, academic institutions, and companies to establish collaboration platforms. This data brief examines the role of China’s Artificial Intelligence Industry Alliance in advancing its AI strategy, and the key players in the Chinese AI industry.
Chinese Government Guidance FundsMarch 2021
The Chinese government is pouring money into public-private investment funds, known as guidance funds, to advance China’s strategic and emerging technologies, including artificial intelligence. These funds are mobilizing massive amounts of capital from public and private sources—prompting both concern and skepticism among outside observers. This overview presents essential findings from our full-length report on these funds, analyzing the guidance fund model, its intended benefits and weaknesses, and its long-term prospects for success.
China’s government is using public-private investment funds, known as guidance funds, to deploy massive amounts of capital in support of strategic and emerging technologies, including artificial intelligence. Drawing exclusively on Chinese-language sources, this report explores how guidance funds raise and deploy capital, manage their investment, and interact with public and private actors. The guidance fund model is no silver bullet, but it has many advantages over traditional industrial policy mechanisms.