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China AI: Focus on Growth, Not U.S. Safety Fears
17 Sep
Summary
- Chinese AI developers may not face U.S.-level safety risks yet.
- Huawei predicts autonomous AI agents to dominate by 2035.
- U.S. export controls boost Huawei's domestic AI chip market role.
Huawei's rotating chairman, Eric Xu, stated on September 17, 2026, that Chinese AI developers currently lack the advanced computing power to encounter the same AI safety risks reported by leading U.S. firms. He suggested that Chinese companies should focus on accelerating the development of more powerful AI models.
Xu believes the nature of AI risks perceived by U.S. developers, stemming from massive computing power, might be beyond the current reach of Chinese AI providers. He advocates for a balance between driving AI innovation and managing potential risks, implying that Chinese AI needs to grow before facing comparable dangers.
Looking ahead, Huawei forecasts that autonomous AI agents, capable of independent task planning and execution, will constitute over 90% of global AI processing traffic by 2035, projecting up to 900 billion active agents. The company emphasizes agent security and privacy as critical technologies.
Furthermore, Huawei has become China's main domestic supplier for AI model training infrastructure. This prominence is largely a result of U.S. export controls implemented since 2023, which limited access to advanced chips from U.S. manufacturers and significantly influenced the domestic market. Xu also noted that Huawei cannot currently meet the overwhelming domestic demand for AI computing equipment.
