About this episode

The episode discusses China's strategic approach to AI adoption and its implications for global competition and economic growth.

What happens when AI isn’t just innovation, but national strategy? Welcome back to Scaling Capital , presented by Accrete Advisors . In Part Two, host Jennifer Robertson continues her conversation with Yi-Shan Huang, Managing Director at BentallGreenOak, to explore how China is accelerating AI adoption through coordinated policy, long-term planning, and infrastructure at scale. From government-led initiatives to energy strategy and global competition, this episode breaks down how AI is being deployed as a tool for economic growth, geopolitical positioning, and societal transformation. In this episode, we cover: How China’s central government is driving AI adoption through five- and ten-year plans and regional execution The role of AI in economic growth, including improving healthcare and education in rural populations China’s long-term energy and power strategy, from coal and renewables to large-scale grid control and transmission The impact of chip constraints and China’s push toward domestic semiconductor alternatives China’s dominance in rare earth materials and what that means for global supply chains The release of DeepSeek’s open-source AI model and its broader market…

People in this episode

Host: Jennifer Robertson

Guest: Yi-Shan Huang

Topics covered

• AI adoption
• China's national strategy
• economic growth
• geopolitical positioning
• energy strategy
• semiconductor alternatives
• global supply chains

Keywords

• AI
• China
• geopolitics
• economic growth
• semiconductors
• energy strategy
• DeepSeek
• global supply chains

Mentioned in this episode

Organizations: BentallGreenOak, Accrete Advisors

Products: DeepSeek’s open-source AI model

Places: China, United States

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