China’s “Two Sessions” – Why the World Should Be Paying Attention

This week marks one of the most consequential events of the year—the Two Sessions (两会) in China. For those outside the loop, this is when China’s National People’s Congress (NPC) and the Chinese People's Political Consultative Conference (CPPCC) convene to set the country’s economic and technological roadmap.

Here’s the kicker: This isn’t just about China. What gets decided this week will shape global economics, AI dominance, and the future of supply chains for years to come.

China’s AI Playbook—A Global Disruptor

If you're even remotely interested in AI, now is the time to tune in. China’s tech ecosystem has already made seismic moves in AI, and this year's Two Sessions will likely double down on:

? AI Sovereignty – Following major advancements by China’s "AI Tigers" (DeepSeek, Zhipu, 01AI, Baichuan, Moonshot, Minimax, Stepfun), expect stronger policies to cement AI independence from Western suppliers.

? Supercharging Domestic Innovation – With Alibaba, Baidu, Tencent, ByteDance, and Huawei all investing heavily in AI, the government will likely unleash new stimulus packages to ensure China remains at the forefront.

? Redefining Regulations – While China has rolled out numerous AI policies, the big question remains: What stays? What gets rewritten? Will China regulate AI with the same intensity as its previous crackdowns on big tech, or will it allow freer reign to dominate globally?

A Shifting Global Chessboard

2025 is not just another year. It’s a geopolitical pressure cooker.

?? US-China Relations at a Crossroads – With a new (but familiar) administration in the US, the tension is rising. Reports suggest that Chinese AI leaders are being told to avoid traveling to the US due to fears of detention or political maneuvering—a signal of just how high the stakes are.

?? "Data Decoupling" Is Here – The US and China are actively untangling their digital infrastructures. Expect new restrictions on Chinese investments in Western tech and further bifurcation in semiconductors, AI, and cloud computing.

?? The Great AI Arms Race – With US export bans tightening, China is doubling down on self-sufficiency in chip manufacturing, LLMs, and computing infrastructure. If the Two Sessions signal major funding in domestic GPU alternatives, the global AI landscape will never look the same.

What It Means for Business and Innovation

If you're in AI, cloud, cybersecurity, or supply chain management, the outcomes of this week will impact your strategy—whether you realize it or not.

?? If China prioritizes AI and quantum computing, global R&D efforts will accelerate. ?? If new investment restrictions hit, expect China to double down on building its own AI stack—fast. ?? If geopolitics tighten, supply chains will shift, creating ripple effects in talent migration and capital flows.

This is not just another government meeting. It’s a reset moment for AI, tech dominance, and global innovation.

Final Thought: The Future Is Being Written This Week

The question isn’t whether this week’s decisions will impact your industry—it’s how much. The world is watching.

?? If you want to dive deeper into the regulatory trends shaping Chinese tech in 2025, check out this insightful read by my colleagues: https://lnkd.in/g4xKNG-j

Let’s discuss—What’s your take on China’s AI strategy and how it will impact the global tech landscape?