HSBC Global Viewpoint
Under the Banyan Tree - China and global AI rollout
Oct 26, 2023
Frank Lee and Charlene Liu discuss China's AI development, including monetization strategies and the evolution of GPU chips. They explore revenue opportunities, regulation, and the differences between Chinese and international companies in the AI landscape.
14:30
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Podcast summary created with Snipd AI
Quick takeaways
- The development of AI in China is progressing through three stages: investing in large language models, implementing inference capabilities, and developing edge AI.
- Chinese AI companies face challenges in GPU capabilities and inventories, hindering the development and monetization of AI in China.
Deep dives
The Three Stages of AI Development
The first stage of AI development is focused on investing in large language models and training them using graphics processing chips (GPUs). This stage is currently dominated by NVIDIA as the sole provider of GPUs for AI services. The second stage, which is expected to start next year, will involve the implementation of inference capabilities, potentially using application-specific IC and ASIC chips. The third stage, referred to as the 'blue sky scenario,' involves the development of edge AI, where AI functionality can be performed on local devices, leading to potential growth in the smartphone and PC markets.
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