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 an insightful HBR article on Chinese AI, dives into the rapid advancements of AI ecosystems in China. He argues that savvy leaders should consider Chinese technology to enhance their strategies despite inherent risks. Joshi discusses the unique features of Chinese AI platforms, their integration into global tech stacks, and the importance of navigating challenges like data privacy. He also highlights the competitive dynamics between Chinese and Western firms, emphasizing adaptability for sustained growth.
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China Rapidly Caught Up With Gen AI
- Amit Joshi says China pivoted quickly after ChatGPT and launched DeepSeek within a couple of years.
- DeepSeek initially matched or outperformed Western models on speed and cost in early comparisons.
China Built Vertical AI Infrastructure
- Amit Joshi explains Chinese firms built vertically integrated stacks optimized for generative AI from chips to storage.
- They customized infrastructure and training rather than reusing general-purpose components.
Ant Group Built An AI Doctor On Alipay
- Amit Joshi recounts Ant Group building a healthcare-specific AI doctor inside the Alipay app.
- They trained on hospital data and optimized inference speed rather than using a general-purpose model.