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"Chips and software are closely bounded. That is particularly true in AI, as chips powering an application must be specifically designed. China's booming software market and large user base will allow homegrown companies to update chip design quickly based on user experience," said Roger Sheng, research director at consultancy Gartner Inc.

"China's funding to Kenya, and other developing countries, is aimed at development. China always attaches high importance to debt sustainability and rigorous feasibility studies and evaluation have been undertaken before loans are disbursed," Wu said.

"China would have to make a justified and necessary response."

"Compared to years ago, it's a big change," said Garcia.

"Currently, private businesses create 80 percent of China's jobs, but only share 20 percent of the social resources. The president's speech shows that the private sector is an important part of China's economy and the country will continue to support the development of companies in the private sector," Dai said.