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“China shock 3.0” is coming. And it’ll be AI-powered robots

The world’s attention is fixed on frontier artificial intelligence (AI) models, but China’s robot-making factories deserve just as much attention. Chinese e-commerce company JD.com has predicted that robots would ultimately replace its 700,000 delivery workers, while workers at South Korean carmaker Hyundai are threatening strike action over iss…

Artificial Intelligence
By Mark J. Greeven
in South China Morning Post
5 July 2026
“China shock 3.0” is coming. And it’ll be AI-powered robots
By Mark J. Greeven
in South China Morning Post 5 July 2026
Summary
The world’s attention is fixed on frontier artificial intelligence (AI) models, but China’s robot-making factories deserve just as much attention. Chinese e-commerce company JD.com has predicted that robots would ultimately replace its 700,000 delivery workers, while workers at South Korean carmaker Hyundai are threatening strike action over iss…
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Article
Why the Fed is not ready to bet on AI just yet

Kevin Warsh focused his first conference as Federal Reserve chair on June 17 on a familiar problem: fast-rising prices fuelled by the Iran war. Yet another challenge facing central banks goes beyond the immediate inflation shock. As investors place ever bigger bets on artificial intelligence and politicians tout its economic promise, policymaker…

Artificial Intelligence Finance
By Karl Schmedders
in The National
29 June 2026
Why the Fed is not ready to bet on AI just yet
By Karl Schmedders
in The National 29 June 2026
Summary
Kevin Warsh focused his first conference as Federal Reserve chair on June 17 on a familiar problem: fast-rising prices fuelled by the Iran war. Yet another challenge facing central banks goes beyond the immediate inflation shock. As investors place ever bigger bets on artificial intelligence and politicians tout its economic promise, policymaker…
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Research Information & Knowledge Hub for additional information on IMD publications

Article
What Huawei’s chip strategy reveals about innovation under pressure

Elon Musk’s reported Terafab project and Huawei’s Tau Scaling Law look, at first glance, like two versions of the same trend: the return of vertical integration in semiconductors. But the similarity is superficial. Terafab, if it materializes, is vertical integration from ambition. Huawei’s semiconductor strategy is vertical integration under co…

Innovation Strategy
By Mark J. Greeven and Wei Wei
in Forbes.com
27 June 2026
What Huawei’s chip strategy reveals about innovation under pressure
By Mark J. Greeven and Wei Wei
in Forbes.com 27 June 2026
Summary
Elon Musk’s reported Terafab project and Huawei’s Tau Scaling Law look, at first glance, like two versions of the same trend: the return of vertical integration in semiconductors. But the similarity is superficial. Terafab, if it materializes, is vertical integration from ambition. Huawei’s semiconductor strategy is vertical integration under co…
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Research Information & Knowledge Hub for additional information on IMD publications

Article
Why AI’s gains could come with a burnout cost

“Sometimes, I wonder why I bother going to work at all,” an executive in a class I was teaching said during a discussion about artificial intelligence. He was not burned out in the conventional sense; he was struggling to understand where he fit in a workplace where machines were taking on more of the tasks that once defined his job. The executi…

Artificial Intelligence Workplace Well-being
By Jennifer Jordan
in The Straits Times
24 June 2026
Why AI’s gains could come with a burnout cost
By Jennifer Jordan
in The Straits Times 24 June 2026
Summary
“Sometimes, I wonder why I bother going to work at all,” an executive in a class I was teaching said during a discussion about artificial intelligence. He was not burned out in the conventional sense; he was struggling to understand where he fit in a workplace where machines were taking on more of the tasks that once defined his job. The executi…
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Research Information & Knowledge Hub for additional information on IMD publications