# Why national security – not market forces – will define the US-China AI race

> Source: <https://www.businesstimes.com.sg/opinion-features/why-national-security-not-market-forces-will-define-us-china-ai-race>
> Published: 2026-07-16 23:00:00+00:00

# Why national security – not market forces – will define the US-China AI race

Artificial intelligence sits at the intersection of economic productivity and military capability

IN A recent commentary carried in *The Business Times*, “[When the disruptor gets disrupted: How Chinese open-source AI is eating its own industry”](https://www.businesstimes.com.sg/international/when-disruptor-gets-disrupted-how-chinese-open-source-ai-eating-its-own-industry), veteran economic affairs columnist Vikram Khanna astutely shows how Harvard professor Clayton Christensen’s theory of “disruptive innovation” is visibly under way.

In short, Khanna said that the US artificial intelligence labs are being overtaken by the Chinese ones, because models from China are cheaper to use and perform almost as well as their Western competition.

Yet disruption theory on its own cannot account for [Beijing’s decision to block Meta’s US$2 billion acquisition of Manus AI](https://www.businesstimes.com.sg/international/global/china-blocks-metas-us2-billion-acquisition-singapore-based-ai-startup-manus) in April 2026.

[TRENDING NOW](/pulse?ref=trending-now)

Early payout from Philippines’ Maharlika Investment Fund raises eyebrows over its true nature

A new kind of ‘ceasefire’ between US and Iran where talks, strikes are part of the same process

Philippines’ income upgrade hides grim reality for most Filipinos

Macquarie upgrades STI 12-month target to 6,000, names its top picks
