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Gavekal Technologies: Chips
Engineering An AI Nation
Laila Khawaja
12 Feb 2026
Beijing views AI as a transformative technology and aims to make compute a public utility to accelerate nationwide AI diffusion. To achieve this vision, it is coordinating a national megaproject to optimize compute and energy resources, and building a unified computing network to enable centralized monitoring and scheduling.
Gavekal Technologies: Briefing
Beijing’s ‘New Energy System’
Arthur Kroeber, Laila Khawaja, Huang Shichan
9 Feb 2026
In today’s Gavekal Technologies Briefing we explain China’s ambitious plan to become an electricity superpower. Major investments and policy reforms aim to make electricity the nation’s top source of energy, and renewables the top source of electricity. A clean electricity-based economy could give China a global edge.
Gavekal Technologies: Briefing
The Lidar Revolution
Tom Hancock, Huang Shichan, Laila Khawaja
China’s Bet On The Electrotech Stack
Arthur Kroeber, Laila Khawaja, Thomas Gatley
China’s Tech Power—And Its Limits
Laila Khawaja, Tom Hancock, Damien Ma
Do Export Controls Work?
Laila Khawaja, Damien Ma, Tom Hancock
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock
Webinar: Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
Gavekal Technologies: Chips
The US-China Space Race Intensifies
Laila Khawaja
China’s Vision For AI-Powered Manufacturing
Laila Khawaja
The Lidar Revolution
Tom Hancock, Huang Shichan, Laila Khawaja
Beijing Accelerates Semiconductor Localization
Laila Khawaja
Manus AI’s Regulatory Odyssey
Laila Khawaja
China’s Bet On The Electrotech Stack
Arthur Kroeber, Laila Khawaja, Thomas Gatley