Alex He

Senior Fellow @Cigionline | Digital governance in China | Economic policy making in China. Twitters are my own.

[Alex He @AlexHe9527]

My latest commentary article on Trump-Xi summit: Trump’s Art of the Deal Meets China’s Statecraft https://t.co/DftGDBQ105

[CIGI @CIGIonline]

From AI data centres to your next smartphone, memory chips have become everyone's problem. In an article first published by @firstpost, CIGI senior fellow @AlexHe9527 argues the current AI-driven surge in demand is reshaping the structure of the global memory supply chain.

The durability of the current memory supercycle depends on the sustainability of AI investment itself; without a clear and profitable AI business model, demand growth could slow. Although memory chips have historically been known as the “quiet labourers” of the digital revolution, they’ve quickly become the bottleneck the world wasn’t prepared for.
https://t.co/bXSivROkMa

[CIGI @CIGIonline]

China’s AI path is a balancing act of rapid commercialization under state control vs. true foundational innovation.

CIGI senior fellow @AlexHe9527 shows that while DeepSeek lowered AI costs, it may be the exception, not the rule. Security drives China’s AI governance, but safety enforcement still lags.

Will China stay a close follower in the global AI race?

https://t.co/DwkFhAxSJX

[Alex He @AlexHe9527]

With the United States and Hong Kong move ahead with stablecoin regulation, gearing up for a stablecoin-driven future, China faces a pivotal choice on the RMB’s digital future: join the race or risk being sidelined. Read more in my latest.https://t.co/pp45S5VPRq

[Alex He @AlexHe9527]

My latest piece on China’s Changing Approach to Digital Trade https://t.co/lJUsxmpETx

[Alex He @AlexHe9527]

3.That said, DeepSeek’s achievement is somewhat unique in China and won’t be easy to replicate—it does not yet signal a broader rise in the country’s AI capabilities. China remains a close follower in AI development, still trailing behind the U.S.

[Alex He @AlexHe9527]

My latest on #DeepSeek and #China's #AI #innovation. Some key points:
1. DeepSeek’s success challenges the notion that China will always be a follower in AI innovation—even in the face of U.S. chip restrictions.
https://t.co/Fc8bVgbQy7

[Alex He @AlexHe9527]

2.DeepSeek’s remarkable cost reductions and innovative optimizations in AI model engineering could usher in a more inclusive era of AI, both in China and globally.

[Alex He @AlexHe9527]

Despite having filed the most generative AI patents globally, many Chinese patents have not been effectively translated into tools to advance the development of LLMs and other foundational AI models.
https://t.co/HBLoJJzeIb

[Alex He @AlexHe9527]

For latest developments of #ChineseMilitaryApplicationsofAI, including #UAVs, the use of #DroneSwarms, #AI in #militaryC2(command and control), and China's approach to #GlobalGovernanceofMilitaryAI, see the piece I coauthored with Daniel Araya, PhD. https://t.co/9d04BWQpji

[Alex He @AlexHe9527]

China’s practices in building nationwide data marketplaces (data exchanges, data trading centres) are quite unique and could have implications for other countries to unlock the value of data. See my latest piece coauthored with @Rebecca Arcesati on the topic.

[CIGI @CIGIonline]

“Unlocking the value of…data is a major theme in the Chinese government’s digital strategy — one linked to important security, public policy and economic objectives. China’s government considers data not only as a tool to cement its authoritarian rule…but also as an economic ‘factor of production,’” say @AlexHe9527 and @RebeccaArcesati.

Read the full essay: https://t.co/QEm5Afcu11

[CIGI @CIGIonline]

“Unlocking the value of…data is a major theme in the Chinese government’s digital strategy — one linked to important security, public policy and economic objectives. China’s government considers data not only as a tool to cement its authoritarian rule…but also as an economic ‘factor of production,’” say @AlexHe9527 and @RebeccaArcesati.

Read the full essay: https://t.co/QEm5Afcu11

[CIGI @CIGIonline]

Wide-ranging US sanctions have severely restricted China’s efforts to gain ground in almost every subsector of the chip industry.

"Because of continuing Chinese shortages of key equipment and components, the technological gap has further widened," writes Alex He.

Details: https://t.co/WamcH6WlFQ

[CIGI @CIGIonline]

"Without its own version of OpenAI... China has turned its attention to the vertical model — that is, to applying AI in specific industries such as finance, health care, electric vehicles and driverless cars," writes Alex He.

Details: https://t.co/Qm0EKZTs3u

[CIGI @CIGIonline]

"Without its own version of OpenAI... China has turned its attention to the vertical model — that is, to applying AI in specific industries such as finance, health care, electric vehicles and driverless cars," writes Alex He.

Details: https://t.co/Qm0EKZTs3u

[Alex He @AlexHe9527]

My latest commentary: In Developing AI, China Takes the Industrial Route https://t.co/xep6RlDKEk

[Alex He @AlexHe9527]

@ElonMNews A

[CIGI @CIGIonline]

China is becoming an economic giant, but its use of technology to capture data using methods that may pose cyber- and national security risks is raising concerns.

[CIGI @CIGIonline]

CIGI's second annual conference on Digital Governance in China explored this and other issues related to the global implications of China’s governance model in the digital age.

Read the conference report by Alex He and @bobfayecon's: https://t.co/W0YXyxcvoB

[Alex He @AlexHe9527]

@DEricSayers @DEricSayers. Have asked @stilwell_dave to inform you about this invitation.  Could you kindly confirm your participation? I have sent you AEI email the invitation last Wednesday.