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Not just AI. China is building technologies that challenge U.S. dominance

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Not just AI. China is building technologies that challenge U.S. dominance

From batteries and solar panels to drones and satellites, China is building tech capabilities that extend well beyond AI, writes Steve Feldstein in his new book, “Bytes and Bullets: Global Rivalries, Big Tech, and the New Shape of Modern Warfare.”

While China is engaged in a fierce struggle with the U.S. for AI supremacy, it is accelerating its development of other future technologies. In 2024, Chinese investors put nearly $1 trillion in clean-­energy capex for renewables, electricity grids, and energy storage. As a result, China now makes 70% of the world’s EVs, its companies are responsible for 80%–­85% of global solar photovoltaic manufacturing, and they oversee more than 75% of global battery production. Writes Columbia University scholar Tim Wu, “If we set AI aside for a moment and assume that these technologies represent the future, it is clear who is ahead.”

Other benchmarks reach a similar conclusion. Take, for example, the Australian Strategic Policy Institute’s “Critical Technology Tracker,” which analyzes China and the United States’ research capacity across ­74 current and emerging technologies. The latest data from December 2025 indicated that China led research in nearly 90% of crucial technologies, including nuclear energy, synthetic biology, and small satellites. The results revealed a “ drastic reversal ,” writes Xiaoying You in Nature . At the beginning of the century, American scientists held an enduring advantage in more than 90% of assessed technologies, with China leading in less than 5% of them; but in the intervening 25 years, Chinese researchers flipped the balance.


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