#china-ai-strategy

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fromFortune
3 days ago

China does not need Nvidia chips in the AI war - export controls only pushed it to build its own AI machine. | Fortune

But they are wrong. These arguments assume that China cannot succeed in AI without access to these advanced AI chips, which is not the case. Advanced AI chips simply reduce the cost of AI. Today's state-of-the-art AI models require a large number of AI chips to build and run. An advanced chip has higher performance; therefore, fewer are needed to achieve the same AI performance.
US politics
Artificial intelligence
fromFortune
2 weeks ago

Jefferies' Chris Wood called Japan's crash and the U.S. housing bubble. He's now warning of an 'AI capex arms race' | Fortune

An AI capex arms race concentrates profits in infrastructure providers, risks an over-investment bust, and shifts opportunity toward China due to energy and pragmatic deployment.
Artificial intelligence
fromwww.dw.com
1 month ago

China's AI ambitions target US tech dominance DW 10/21/2025

China is rapidly building AI capability through massive investment, competitive startups and tech giants, narrowing the gap with the US in cost-efficient, scalable AI.
Artificial intelligence
fromBusiness Insider
1 month ago

Alibaba's Joe Tsai says the AI race has no winner - and the US has to learn from China

AI competition favors rapid adoption and real‑world deployment of efficient, smaller models rather than building the largest or most powerful models.
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