Can China's AI Technology Compete With the US?

Published 2024-05-12
China's tech giants report earnings this week, with investors closely watching for progress on AI development. IN. Capital Founding Partner Jen Zhu Scott and Sinovation Ventures Chairman & CEO Kai-fu Lee discuss China's AI industry on "Bloomberg: The China Show."

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All Comments (21)
  • @thedlkr
    More competition is always a good thing for consumers.
  • @passby8070
    US has been trying hard to handicap China with so many rounds of sanctions to stop China from moving forward. I think it has created a short term road block for China. But over the longer term, it is actually helping China become more competitive as it created a huge gap for Chinese companies to fill. This will also resulted in alot more experts in the area. When we talk about AI, we often think of Chips and LLMs, but China has doing some amazing work with applying AI to smart machines that we consumers wants to buy. China has been in the forefront in Consumer robotics, smart drones, 3d printing and EVs were execution, integration and mass production are way more important than 7nm vs 3nm in niche machines.
  • @QuocBinh-us7lb
    The U.S. thinks 'Competition' is another word for 'War'.
  • @pbworld7858
    It will be very difficult to fight American propaganda. USA does the best propaganda.
  • @steventee984
    The question should be..... Can US AI technology compete with China ?
  • @WellSalt-Studio
    49 % of the AI graduates are in China, 40% of AI graduates in the US are Chinese. Country of origin of AI researchers in Globally, actual numbers: China 47%, US 18%, Europe 12%, India 5%. Country of origin of AI researchers in the US, actual numbers: China 38%, US 37%, Europe 6%, India 7%, Canada 2% and others 10%. Amount the top 2% AI expert in USA , 60% are Chinese. Chinese STEM grads 10x more than US, or 5x of US and Europe. Chinese engineer dividend has just begun. Compared with the computer cluster composed of NVIDIA B200, the computer cluster composed of Huawei Ascend 920 saves more electricity at the same computility, and it is more computility than NVIDIA at the same power consumption. Obviously, the price-performance ratio of Ascend 920 is higher and the actual calculation cost is lower. Compete with the Chinese in terms of intelligence and diligence? America will definitely lose!
  • @truthful3777
    One thing China is not good at... Story Telling.
  • @easymi9964
    China: a strong gov supports Companies. US: Companies supports a weak gov.
  • Give it a rest. The US cannot even compete with Tik Tok's algorithm. Forget AI.
  • @user-ug1eo4xb7z
    Although the 'Large Language Model' (LLM) is the currently the most popular approach to A.I, there are other methods. In my opinion, Numenta's 'Thousand Brains Theory' (TBT) aims to mimic human brains, has produced the 'Platform for Intelligent Computing' (NuPIC). A model that is efficient, scalable and works in combination with LLM, but doesn't require GPUs.
  • @Chryeon
    The Chinese never give up 🚀🚀
  • @lionvictor9944
    Not about China competing or catching up with anyone. Its about fulfilling chinas and global needs.
  • @kittydukakis
    This guy started his company one year ago; that was enough time to debut a LLM. In most countries, even building an office building takes longer than that.
  • @BrandyHeng007
    China never run away from level field competitions.
  • @luihinwai1
    I think what they are saying is that the current dollar value generated by very large LLM is smaller than the dollar cost of compute to those model. Hence there may be an economical optimal model size that is already smaller than the current size of state of the art models.
  • @yojimbo3681
    I still remember AI used to be called Machine Learning (ML) just 5-6 years ago. How fast the industry pivots.
  • @revilo8oliver
    Do not forget! Kaifu Lee is the inventor of Apple Siri
  • I've been following your recommendations for several months now and getting great results.
  • @tompell3032
    Can they? Are you kidding me? They have the most engineering talents in the world. They graduate more engineers each year. We don't need these so called "experts" to tell us the obvious answer to that.