Gavekal Technologies

China is the world’s biggest builder of nuclear power plants, but unlike in other energy sectors it has not become a significant exporter of reactors. While Chinese nuclear firms have figured out how to make reactors relatively cheaply, the complexity and safety needs of nuclear projects mean they will never be able to gobble up world markets through ultralow prices, as Chinese solar, EV and battery firms have done. But over the next decade it is likely China will become an important nuclear exporter.

Abundant data is often considered a Chinese advantage in AI: China’s vast consumer market and industrial base generate a lot of data and potential AI use cases. Yet data availability does not equal usability. Beijing sees the problem and is leading a nationwide effort to collect, process, govern, share, and trade high-quality datasets.