HBR IdeaCast Are You Considering Chinese AI In Your Strategy?
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Aug 12, 2025 Amit Joshi, a professor at IMD Business School and co-author of a key article on Chinese AI, discusses the rapid evolution of AI ecosystems and their strategies. He encourages leaders to consider integrating Chinese technology to enhance growth, despite potential risks. Joshi highlights advancements like DeepSeek and the unique advantages of Chinese AI platforms. He also addresses the complexities of US-China relations and the ethical implications of diverse regulatory landscapes, emphasizing collaborative opportunities for global companies.
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China's Rapid Catch-Up With Generative AI
- China pivoted rapidly after ChatGPT and built competitive generative AI in a few years.
- DeepSeek launched fast, cheaply, and rose quickly on AI leaderboards.
Built-For-AI Vertical Stacks
- Chinese firms built vertically integrated stacks optimized for generative AI from chips to storage.
- They customized infrastructure rather than repurposing existing cloud and GPU setups.
Ant Group's AI Doctor On Alipay
- Ant Group built a healthcare-specific AI doctor inside Alipay tailored to hospital data and fast inference.
- They chose a dedicated model over a general-purpose GenAI to optimize for that use case.