
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.
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.
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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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.
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