Investment

Xi Jinping’s big bang for Chinese stockmarkets

The Economist
| November 22, 2022

CSET's Ngor Luong discusses Chinese guidance funds with The Economist.

Making War More Difficult to Wage

Foreign Affairs
| July 15, 2022

In an opinion piece for Foreign Affairs, Research Fellow Emily Weinstein detailed how the unprecedented response to Russia’s invasion of Ukraine has altered the culture around export controls, and how this changed environment presents an opportunity for the United States and its allies to create a new export control regime among like-minded democracies.

The White House supports transparency in American investment in critical sectors in China, but current export controls are not sufficient to prevent out-bound investment issues according to Research Fellow Emily Weinstein.

The rise of China’s VC-industrial complex

The Economist
| June 27, 2022

China's use of guidance funds serves to deploy massive amounts of capital in support of strategic and emerging technologies. According to a CSET report, there were more than 1,300 city and district guidance funds by 2019. One city in central China has at least ten of them.

Data Snapshots are informative descriptions and quick analyses that dig into CSET’s unique data resources. This is the fifth in a series of Snapshots exploring CSET’s Private-sector AI-Related Activity Tracker (PARAT). Check in every two weeks to see our newest Snapshot, and explore PARAT, which collects data related to companies’ AI research and development to inform analysis of the global AI sector.

Examining Patent Data in PARAT  

Sara Abdulla
| March 30, 2022

Data Snapshots are informative descriptions and quick analyses that dig into CSET’s unique data resources. This is the fourth in a series of Snapshots exploring CSET’s Private-sector AI-Related Activity Tracker (PARAT). Check in every two weeks to see our newest Snapshot, and explore PARAT, which collects data related to companies’ AI research and development to inform analysis of the global AI sector.

A Competitive Era for China’s Universities

Ryan Fedasiuk Alan Omar Loera Martinez Anna Puglisi
| March 2022

This brief illuminates the scale of Chinese government funding for higher education, science, and technology by exploring budget and expense reports for key government organizations and 34 of China’s most elite “Double First Class” universities. Chinese political leaders view elite universities as key components of the country’s military modernization, economic growth, and soft power; a situation that presents security risks for international partners.

CHIPS for America Act funding will result in the construction of new semiconductor fabrication facilities (“fabs”) in the United States, employing tens of thousands of workers. This policy brief assesses the occupations and backgrounds that will be most in-demand among new fabs, as well as options for ensuring availability of the necessary talent. Findings suggest the need for new immigration pathways for experienced foreign fab workers, and investments in workforce development.

AI and Compute

Andrew Lohn Micah Musser
| January 2022

Between 2012 and 2018, the amount of computing power used by record-breaking artificial intelligence models doubled every 3.4 months. Even with money pouring into the AI field, this trendline is unsustainable. Because of cost, hardware availability and engineering difficulties, the next decade of AI can't rely exclusively on applying more and more computing power to drive further progress.

CSET Research Analyst Ryan Fedasiuk joins Lieutenant General (retired) Jack Shanahan to discuss Chinese military progress in AI and its implications for the United States.