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AI Regulation & PolicyAI Business & IndustrySemafor TechPublished: Aug 4, 2026, 19:01 JST3 min read

China's AI push echoes its maritime power play

China's AI push echoes its maritime power play

Key takeaway

  • China is pursuing AI leadership among developing nations while simultaneously using coercive tactics against smaller neighbors in the South China Sea, suggesting its offer to share AI as a "public good" may mask the same pattern of resource control and dependency-building it has used in maritime disputes.

  • Lawyer Paul Reichler, who won a landmark UN case against China's maritime claims, warns that both superpowers are increasingly acting with impunity as the global order shifts from rules-based governance to one driven by raw power.

3 Key Points

  1. What happened

    As China bullies neighbors in the South China Sea—including a recent high-pressure water cannon attack on Philippine boats—Chinese leader Xi Jinping is simultaneously courting developing nations at the World AI Conference in Shanghai to establish Beijing's global AI leadership and position itself as a supplier of open-source AI models.

  2. Why it matters

    China's track record suggests its pitch to smaller countries as a benign AI provider mirrors its failed maritime strategy: blocking resources, enforcing bans, and creating dependencies rather than genuine partnership. The parallel underscores how geopolitical power dynamics—not rules or norms—are shaping both the physical and digital global order, with weaker nations caught between competing superpowers.

  3. What to watch

    US-China talks on AI are scheduled for next month ahead of a presidential summit in Washington, DC, though prospects for an arms-control-style agreement on powerful AI models remain minimal; Beijing views such constraints as containment, much as it rejects US "freedom of navigation" exercises in disputed waters.

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Context & Analysis

The article draws a direct parallel between China's conduct in two domains: maritime governance and AI development. A decade ago, lawyer Paul Reichler secured a landmark victory for the Philippines at the International Court of Justice, where a UN panel unanimously rejected China's expansive maritime claims. Yet China disregarded that verdict and has since pursued a pattern of coercion—blocking undersea resource exploration, enforcing fishing bans, and dredging artificial islands—rather than respecting the rules-based international order the ruling represented. Now, as China pitches itself to developing nations as a benign supplier of open-source AI models, Reichler and others worry the same dynamic is unfolding in the digital realm: Beijing seeks to lock smaller countries into technological dependencies that serve its interests, much as it has done with maritime resources. The core concern is that both superpowers—China and the US—are increasingly willing to operate outside established norms when it serves their strategic interests, whether in disputed waters or the AI supply chain. This represents a fundamental shift from a rules-based global order toward one in which geopolitical power determines outcomes.

FAQ

What recent incident prompted concerns about China's behavior toward the Philippines?
Last month, a Chinese coast guard vessel used high-pressure water cannons against Philippine boats delivering fuel supplies to local fishermen in the Philippines' own waters. Separately, sailors from both countries engaged in a dangerous high-seas encounter around a disputed reef, wielding batons and oars.
What is China's stated goal in offering AI to developing nations?
Beijing's goal is to lead a coalition of emerging economies as a supplier of open-source AI models, locking them into its technological and industrial ecosystems, and generating dependencies.
Why did China reject the UN ruling on the South China Sea a decade ago?
A panel of jurists in The Hague unanimously struck down China's expansive claims to the South China Sea and upheld the core principles of the UN framework. China rejected the verdict, with its foreign ministry calling it "nothing but a scrap of paper," and subsequently stepped up its campaign of intimidation against smaller neighbors.

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