The Negotiation Rui Ma: The US-China AI Race (Part 1)
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Apr 3, 2025 Rui Ma, a tech and finance expert with nearly two decades of experience in the U.S. and China, dives into the fierce AI competition between the two nations. She discusses how geopolitical tensions and U.S. export controls challenge China's AI sector while highlighting the resilience of its firms like Ant Group and Baidu. Rui contrasts open-source collaboration dynamics, showcasing emerging players like DeepSeek. She also elaborates on practical AI applications in China and provides a forward-looking perspective on the opportunities and hurdles ahead.
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U.S. Leads AI Hardware; China Parity Software
- The U.S. leads in AI hardware, primarily due to NVIDIA's dominance in GPUs.
- China has software parity but less advanced hardware due to export controls and local alternatives being less effective.
China Optimizes AI Due to Chip Limits
- Chinese AI firms adapt to export controls by optimizing AI efficiency across every step, reducing reliance on raw compute power.
- DeepSeek exemplifies this by open sourcing technology and fine-tuning AI workflows like a high-speed rail system.
AI Advances Multi-Dimensionally, No Singularity
- AI intelligence advances in many dimensions rather than a single curve of progress.
- Different AI models excel in different tasks like video, text, or code generation, with no singularity point yet.