US AI dominance vulnerable to China amid long-term ‘structural challenges’, scholar says

South China Morning Post - Jun 18, 2026

While the US holds the crown for cutting-edge chips, China’s advantages in energy and industrial applications could ultimately erode America’s artificial intelligence “moat”, according to a leading Chinese scholar. Li Cheng, founding director of the Centre on Contemporary China and the World (CCCW) at the University of Hong Kong, said in a co-authored paper on Wednesday that Beijing could dismantle Washington’s AI dominance within the next 10 to 20 years. “The US AI moat still has a strategic...

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