o2Oh President Shin Nakamura in Reuters on China’s Manufacturing AI

o2Oh President Shin Nakamura, who also leads Japanese manufacturer Daiwa Steel Tube Industries, was recently featured in a Reuters report on China’s 15th Five-Year Plan and its implications for the global technology race.

As China prepares to unveil its 2026–2030 strategy at the National People’s Congress (NPC) this week, the article "China's annual parliament meet to unveil roadmap for tech race with the West" highlights Beijing's focus on industrializing breakthroughs in Artificial Intelligence (AI), humanoid robotics, and space technology. A key priority is "AI-plus manufacturing," using state-owned enterprises to enable large-scale deployment.

The Growing Gap: How China’s AI Push Reshapes the Industrial Landscape

Shin noted that China’s aggressive AI push will favor capital-intensive producers able to absorb high deployment costs. He added this trend will widen the gap between large enterprises and SMEs, accelerating industry consolidation.

Key Highlights from the Report:

• Strategic Roadmap: The 15th Five-Year Plan will prioritize "embodied intelligence" (humanoid robots) and reusable space launch technologies.
• Global Geopolitics: These policy shifts precede a critical meeting between President Xi Jinping and U.S. President Donald Trump, where supply chain security and technology controls will be key topics.
• Supply Chain Leverage: Beijing continues to strengthen its economic leverage by imposing export controls on critical materials such as rare earths and semiconductors.

Read the full article here.

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