Ukraine faces decisive months ahead as key allies gear up for crunch elections. While early presidential campaigning in the US and a looming general election in Poland will grab the international headlines, a snap election in Slovakia on 30 September may prove every bit as consequential. 

With Robert Fico — Slovakia’s former prime minister and one of the West’s most outspoken critics of the Ukrainian war effort — poised to win the vote, a change of government in Bratislava could have a profound effect on EU policymaking. Fico has promised that if his party makes it into government “we will not send a single bullet to Ukraine,” proudly proclaiming that “I allow myself to have a different opinion to that of the United States” on the war.  

Fico has also claimed on the campaign trail that “war always comes from the West and peace from the East,” and that “what is happening today is unnecessary killing, it is the emptying of warehouses to force countries to buy more American weapons.” Such statements have resulted in him being blacklisted by Kyiv as a spreader of Russian propaganda.  

Yet the former prime minister spearheads a new brand of Left-wing, anti-American populism that has become a powerful force in Central Europe since the war began. Perceptions that “the Americans occupy us” — as one MP in Fico’s Smer party evocatively put it — are shared with a similar groundswell of anti-Western opinion in the neighbouring Czech Republic.  

Yet Smer has been handed a chance to gain power thanks to the chaos which has engulfed Slovakia’s pro-EU, pro-Western forces. Personal grievances coupled with serious policy errors tore apart a four-party coalition formed after elections in 2020, leaving Fico to capitalise on heightened mistrust in establishment politics. Smer is expected to become the nation’s largest party after this month’s election, with an anticipated 20% of the vote.  

Whatever the specific makeup of the new government, if Smer is the largest party it will likely pursue a foreign policy similar to that of Viktor Orbán’s government in Hungary. A halt to until-now generous Slovak arms shipments to Ukraine is Fico’s central electoral pledge, while the arrival on the scene of another Orbán-style government prepared to obstruct EU aid efforts for Ukraine would create a serious headache. That is particularly the case as Brussels struggles to win support for both short and long-term war funding commitments. 

Victory for Fico would also amplify Orbán’s scepticism about the overall Western narrative on Ukraine — a scepticism which the Hungarian Prime Minister recently conveyed to Western conservatives during an interview with Tucker Carlson. Orbán portrayed Ukraine’s attempts to win back the territories taken by Russia as ultimately hopeless and claimed that Donald Trump’s promise to end the war quickly makes him “the man who can save the Western world”. 

Like Trump in America and Orbán in Europe, Fico is hated with a passion by establishment forces. But in Slovakia, the pro-Western establishment itself has become so mistrusted that power may soon pass to a man intent on shattering what’s left of European unity on Ukraine. 

China is trying to catch up with America on artificial intelligence. The Wall Street Journal has reported that Zhipu AI — one of China’s six “AI tiger” LLMs — has released a new model that can rival leading US systems, including Anthropic’s Mythos, in cybersecurity tasks such as pinpointing security bugs. While this marks a milestone in China’s drive to catch up with Western AI capabilities, strong performance on a single benchmark does not mean it has taken the lead. Chinese models still lag behind their Western counterparts in broader capabilities, such as autonomous operation. Skepticism is therefore warranted before resorting to hysterical conclusions, but complacency about the geopolitical implications of China’s AI advances would be an even greater mistake.

On the infrastructure side, Chinese AI is still constrained by access to advanced chips, with American labs way ahead in computing capacity as well as investment. Analysis from earlier this year suggests that Chinese models are likely to be at least a few months behind those in the US. But they are still continuing to make progress, or that the geopolitical importance of AI will be decided only by whose LLM has ventured deeper into the technological frontier. The practical applications of AI, countries’ to capture foreign markets, and the application of AI into the real economy will matter just as much.

Here, China may hold an advantage. As with its dominance across many critical supply chains, Beijing may not need to produce the most advanced AI systems — only those that are affordable and widely deployable. In doing so, it could consolidate global influence by supplying functional, low-cost AI at scale.

Beijing seems to be pursuing exactly that path, developing an AI “open-source” strategy that offers affordable, widely available AI models for companies and individuals to use and modify as they wish. The production of the DeepSeek AI model, which matched the performance of Silicon Valley tools such as ChatGPT at a fraction of the cost for users, created goodwill among Chinese models with developers.

The four most popular models on OpenRouter, an AI hardware platform for developers, are now all Chinese. The goal for China is not only to win the frontier-model race, but to make its systems the default layer of AI adoption across industries and global markets. For most economies, the choice is increasingly between an affordable tool they can deploy now and a more robust one that may be out of reach.

And while the countries adopting Chinese models may be exposed to political pressure and cyber threats from Beijing, safer and more capable alternatives matter little if they are unaffordable. American AI companies are already under pressure to monetize products whose operating costs are rising. If Chinese open-source models become the cheap default for startups, universities, governments and businesses across the developing world, then America’s AI lead will be eroded from below.

Perhaps more concerning for America in the long run is how AI can give Chinese manufacturing even more strength, through the ongoing integration of AI as a general-purpose technology. China’s new Five-Year Plan mentioned AI more than 50 times and includes an “AI+” action plan aimed at spreading AI across the economy.

Beijing has been pioneering automation of its critical infrastructure for years, with promising recent results in increasing warplane production capacity. In that regard, China’s open-model strategy and manufacturing dominance will reinforce each other. Cheap, adaptable models accelerate deployment across the real economy while those deployments generate real-world data and use cases that can feed back into further model improvement.

The United States should not dismiss the importance of its lead in the AI race. That lead worries Beijing, not least because a more automated Chinese economy would also become more vulnerable to AI-generated cyber threats. But nor should Washington assume that China cannot catch up with American capabilities over time.

This AI competition represents part of a broader struggle over tech supply chains and geopolitical influence. Decisions over whether to adopt US or Chinese models could produce a more fragmented global reality, with different regions relying on different cloud providers, chips and security structures. The result will likely be a global economy which is divided into competing spheres, rather than one which produces a single winner.

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Miquel Vila is a political and geopolitical risk consultant focusing on industrial strategy, critical infrastructure and global supply chains.

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