China’s industrial policy, including its “Delete America” initiative and major state investments, has secured dominance in legacy chips and reduced reliance on U.S. technology. While still dependent on American AI chips, Chinese firms like Huawei are quickly developing competitive alternatives, threatening U.S. chipmakers.

Prohibitive penalties on the poorest countries threaten to destabilize these fragile economies and deprive tens of millions of poor people of their livelihoods. Trump’s tariffs are not only unjustified, but also immoral. And this is just the tip of the iceberg.

The country is steering artificial intelligence toward a more balanced, secure and inclusive development path. In doing so, it is contributing to a global development trajectory that is more intelligent, equitable and sustainable.

The U.S.’ expanded tariffs under the second Trump administration are reshaping global supply chains by imposing steep, targeted duties and pressuring Asian economies to invest in American production. As manufacturing shifts away from China and its neighbors, countries like Mexico may benefit, while India risks being left behind.

The U.S. president’s policies have fueled deglobalization and disrupted the existing international order, but they have also pushed countries around the world to explore new models of cooperation and foster new approaches to trade.

In the high-tech center of the world, technology and capital are moving from merely lobbying Washington to reshaping it, a trend that poses ongoing challenges to the structure of political power in the United States.

Nepal’s EV surge, powered by Chinese technology and domestic hydropower, has displaced India’s industrial influence and exposed weaknesses in Delhi’s regional strategy. While it marks a shift in regional power, the transformation remains fragile, reliant on subsidies and foreign supply chains.

​​In July 2025, the U.S. and China released national AI strategies with global aims: the U.S. ties AI exports to political alignment, while China promotes open cooperation with fewer conditions. These contrasting approaches reflect broader political differences and may give China an edge in global AI influence.

The EU and U.S. have agreed to a tactical cease-fire, not a strategic settlement. As long as Europe pursues strategic autonomy and Washington replaces rules-based multilateralism with transactional deals, fresh disputes are inevitable.

Since the U.S.-China trade war began in April, Chinese companies have faced high tariffs and economic uncertainty, prompting them to reshore production to the U.S., shift manufacturing to developing countries, and diversify into other markets. Despite higher costs and regulatory challenges, they are balancing supply chain stability with expansion in Latin America, Southeast Asia, and Europe to maintain their low-cost business models.