GROWTH SCENARIO Technology rivalry instead of collaboration: the race for AI supremacy
Theme: AI Technology Development

Theme 3 of 9

AI Technology Development

The pace, direction, and control of advances in AI — including breakthroughs, risks, and who benefits from new capabilities.


Trajectory

Rapid, unchecked acceleration

Main driver

Innovation race and massive state/corporate investment

Leading actors

China (state R&D); US Big Tech; Baidu/Tencent

State in 2040

Unchecked development; AGI reached (2039 Wild Card)

After China developed the first AI systems capable of independently generating and validating complex scientific theories in 2035, a phase of accelerated technological progress began. This breakthrough in research efficiency gave China significant competitive advantages in key industries. The integration of AI into business and finance has further strengthened the power of major tech companies. Wild Card: China achieves Artificial General Intelligence by 2039 through quantum computing.

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