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🇨🇳📱 China Isn’t Talking About the AI Future: It’s Already Living It While Western media is still debating what AI wearables might look like, China is already living in that future, in shops, offices, classrooms, metros and even family homes. A new report shows just how far ahead China... actually is: - 70+ Chinese companies have launched smart-glasses since Meta’s 2023 release. - Devices from Inmo, Rokid, Xiaomi, Alibaba are everywhere, some selling overseas, others powering China’s domestic AI ecosystems. - Features like paying for items by glancing at a QR code already exist in China. - China’s AI hardware sector is booming while others are still imagining prototypes. Kai-Fu Lee sums it up perfectly: “China is the nation of manufacturing… the next phase of competition will move to devices.” Exactly. The U.S. builds models. China builds the whole world those models have to run in. Why China Is Leading the AI Device Race? 1️⃣ The world’s strongest hardware ecosystem No country on Earth can design, prototype, manufacture and scale AI devices as fast as China. The ability to build millions of units in months gives China a massive advantage the U.S. simply doesn’t have. 2️⃣ Seamless digital integration Smart glasses plug directly into China’s existing infrastructure: - QR payments - WeChat / Alipay ecosystems - AI-enhanced navigation - Real-time translation and AR overlays The West has apps. China has an entire society built for AI adoption. 3️⃣ Relentless experimentation China is testing everything from: - enterprise AI recorders (DingTalk A1) - Plaud-style pocket transcribers - education-focused AI translators - even the quirky “Native Language Star” muzzle device for English practice Other countries theorise about “the next big thing.” China builds 20 versions of it by lunchtime. 4️⃣ The feedback loop advantage More devices, more usage, more data, faster improvement. China’s scale accelerates AI development in ways the U.S. cannot match. 5️⃣ AI wearables are already normal here Smart eyewear, AI notetakers, live translators, all in daily use. This isn’t sci-fi. This is Tuesday in Beijing. The Global Reality: For China, the AI device race is not hypothetical, it’s happening at street level. For many outside China? They can only imagine this kind of tech and often don’t believe it when they hear about it. Anyone living in China already sees the future everywhere, in convenience stores, on commuters, in classrooms and in the hands of office workers. Meanwhile, most of the world is still arguing about “what AI devices might eventually look like.” The Hard Truth: If the next “iPhone moment” of the AI age is going to come from anywhere, the smart money is on China, a country where hardware innovation, manufacturing power and real-world adoption all move at a speed the West simply can’t match.show more

James Wood 武杰士

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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

245,139 Aufrufe • vor 1 Monat

Sacks: China’s Biggest AI Advantage Over America Is Optimism @jason on China's Robot Olympics: “This is pretty crazy. The CCP is f**king brilliant at PR. Look what they did. They got a bunch of Chinese people to fill a stadium and cheer for AI and robotics. They're cheering for it. They're rooting for it.” David Sacks: “It is true that China is much more optimistic about AI than we are. AI optimism in China is over 80%. They poll on the question, ‘Do you think AI will be more beneficial than harmful?’ Over 80% of Chinese people say yes. In the US, that number is like 30%. So I've been saying for a while that the US is ahead of China in every category except one, which is optimism. And that is the biggest risk to us winning this AI race against China, is doing something that will shoot ourselves in the foot because we're so pessimistic about what AI might do.”

Sacks: China’s Biggest AI Advantage Over America Is Optimism @jason on China's Robot Olympics: “This is pretty crazy. The CCP is f**king brilliant at PR. Look what they did. They got a bunch of Chinese people to fill a stadium and cheer for AI and robotics. They're cheering for it. They're rooting for it.” David Sacks: “It is true that China is much more optimistic about AI than we are. AI optimism in China is over 80%. They poll on the question, ‘Do you think AI will be more beneficial than harmful?’ Over 80% of Chinese people say yes. In the US, that number is like 30%. So I've been saying for a while that the US is ahead of China in every category except one, which is optimism. And that is the biggest risk to us winning this AI race against China, is doing something that will shoot ourselves in the foot because we're so pessimistic about what AI might do.”

The All-In Podcast

55,756 Aufrufe • vor 3 Tagen

🇺🇸🇨🇳 KEVIN O’LEARY: CHINA IS BEATING THE U.S. IN THE AI RACE - U.S. IS TOO SLOW TO COMPETE WITH CHINA Kevin O’Leary just sounded the alarm: China is running laps around the U.S. in artificial intelligence, and it’s not because they’re smarter, it’s because they move faster. While America spends 7 years stuck in permits to build anything, China builds massive AI data centers in 11 months because the government just says “do it” and it happens. He says China knows AI = power. “They are kicking our high knees in advancing AI. They basically say, let’s put down a 1.4 gig facility right here. Build it in the next 11 months. We got to go through 7 years of permitting in North America. The U.S. is stuck dragging its feet while China stacks chips, data, and control of the future. They're going to use it for economic dominance and military dominance.” Source: Kevin O'Leary aka Mr. Wonderful One Nation with Brian Kilmeade Fox News

🇺🇸🇨🇳 KEVIN O’LEARY: CHINA IS BEATING THE U.S. IN THE AI RACE - U.S. IS TOO SLOW TO COMPETE WITH CHINA Kevin O’Leary just sounded the alarm: China is running laps around the U.S. in artificial intelligence, and it’s not because they’re smarter, it’s because they move faster. While America spends 7 years stuck in permits to build anything, China builds massive AI data centers in 11 months because the government just says “do it” and it happens. He says China knows AI = power. “They are kicking our high knees in advancing AI. They basically say, let’s put down a 1.4 gig facility right here. Build it in the next 11 months. We got to go through 7 years of permitting in North America. The U.S. is stuck dragging its feet while China stacks chips, data, and control of the future. They're going to use it for economic dominance and military dominance.” Source: Kevin O'Leary aka Mr. Wonderful One Nation with Brian Kilmeade Fox News

Mario Nawfal

119,661 Aufrufe • vor 8 Monaten

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

Mario Nawfal

1,018,768 Aufrufe • vor 1 Jahr

Just watched Kai-Fu Lee 's interview on the US-China AI landscape. A few takeaways felt especially useful✌️: 1. The US is currently about 15 months ahead of China in frontier AI models. 2. Top US AI companies are like “geniuses trying to win the Nobel Prize,” while Chinese AI companies are more like “a group of smart kids forming a study group.” They still compete, but open source creates more shared learning. 3. China’s AI companies face a real monetization challenge in enterprise software. Many Chinese companies are less used to annual subscriptions or usage-based pricing, and still tend to think of software as project-based work. 4. For the same product, Western, Middle Eastern, and Central Asian companies may be willing to pay around 8x more than Chinese companies. That helps explain why many Chinese AI companies are expanding overseas. 5. China may produce many breakthrough AI consumer apps, because Chinese companies are especially strong at consumer apps, hardware, robotics, embodied AI, and AI-first devices. 6. The US may continue to lead in frontier models, while China may move faster in turning AI into products people actually use. 7. His advice for young people in the age of AI: you don’t necessarily need to become an engineer first. What matters more is accountability, taste, conviction, courage, and foresight. More👇

Just watched Kai-Fu Lee 's interview on the US-China AI landscape. A few takeaways felt especially useful✌️: 1. The US is currently about 15 months ahead of China in frontier AI models. 2. Top US AI companies are like “geniuses trying to win the Nobel Prize,” while Chinese AI companies are more like “a group of smart kids forming a study group.” They still compete, but open source creates more shared learning. 3. China’s AI companies face a real monetization challenge in enterprise software. Many Chinese companies are less used to annual subscriptions or usage-based pricing, and still tend to think of software as project-based work. 4. For the same product, Western, Middle Eastern, and Central Asian companies may be willing to pay around 8x more than Chinese companies. That helps explain why many Chinese AI companies are expanding overseas. 5. China may produce many breakthrough AI consumer apps, because Chinese companies are especially strong at consumer apps, hardware, robotics, embodied AI, and AI-first devices. 6. The US may continue to lead in frontier models, while China may move faster in turning AI into products people actually use. 7. His advice for young people in the age of AI: you don’t necessarily need to become an engineer first. What matters more is accountability, taste, conviction, courage, and foresight. More👇

Mia Bao

44,564 Aufrufe • vor 2 Monaten

Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race “That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T Dan Nystedt)

Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race “That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T Dan Nystedt)

Evan

1,946,920 Aufrufe • vor 9 Monaten

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

CryptoGoos

14,652 Aufrufe • vor 3 Monaten

🇨🇳 China’s AI+ economy isn’t chasing AGI fantasies, it’s rebuilding the foundations of a real economy. Watch this WEF panel and one thing becomes obvious: Western commentators keep asking, “Has China caught up?” China is asking, “How do we deploy AI across an entire nation?” Two completely different civilizational contexts. China’s strategy isn’t AGI worship, it’s diffusion, cost reduction, and industrial embedding. AI isn’t a demo or a press release. It’s flowing into manufacturing, logistics, finance, autonomous driving, energy, into the places where real value is created. Core points from the panel: 1. AI Action Plan — China is not obsessed with AGI timelines, but with making AI cheap, scalable, and ubiquitous. 2. Adoption Targets — 70% AI device penetration by 2027, 90% by 2030. 3. Extreme Efficiency — top labs are producing competitive models with 1% of the resources used by Western labs. 4. Market-first ecosystem — 85% approval for autonomous driving; China is the world’s largest real-world sandbox for AI-native services like RoboTaxi. 5. Infrastructure advantage — energy strategy + green data centers = long-term compute stability. 6. Full industrial chain integration — AI is lowering costs in retail design, marketing, drug R&D, and more — turning AI into a return-on-investment engine, not a bubble. 7. Education reform — AI literacy is being embedded from elementary school; the challenge isn’t “AI taking jobs” but raising students who can think deeper than AI’s instant answers. 8. DeepSeek moment — the benchmark shock isn’t a one-off; China’s iteration speed is accelerating. Meanwhile, Western CEOs keep saying the quiet part out loud: “We can’t pause AI because China won’t.” Exactly. Because China’s AI isn’t built for headlines, it’s built for industry, productivity, and national-scale deployment. China is no longer playing the same game, it already moved to the next board. The West debates safety memos, China deploys AI to 1.4 billion people. This is what an AI+ economy actually looks like.

🇨🇳 China’s AI+ economy isn’t chasing AGI fantasies, it’s rebuilding the foundations of a real economy. Watch this WEF panel and one thing becomes obvious: Western commentators keep asking, “Has China caught up?” China is asking, “How do we deploy AI across an entire nation?” Two completely different civilizational contexts. China’s strategy isn’t AGI worship, it’s diffusion, cost reduction, and industrial embedding. AI isn’t a demo or a press release. It’s flowing into manufacturing, logistics, finance, autonomous driving, energy, into the places where real value is created. Core points from the panel: 1. AI Action Plan — China is not obsessed with AGI timelines, but with making AI cheap, scalable, and ubiquitous. 2. Adoption Targets — 70% AI device penetration by 2027, 90% by 2030. 3. Extreme Efficiency — top labs are producing competitive models with 1% of the resources used by Western labs. 4. Market-first ecosystem — 85% approval for autonomous driving; China is the world’s largest real-world sandbox for AI-native services like RoboTaxi. 5. Infrastructure advantage — energy strategy + green data centers = long-term compute stability. 6. Full industrial chain integration — AI is lowering costs in retail design, marketing, drug R&D, and more — turning AI into a return-on-investment engine, not a bubble. 7. Education reform — AI literacy is being embedded from elementary school; the challenge isn’t “AI taking jobs” but raising students who can think deeper than AI’s instant answers. 8. DeepSeek moment — the benchmark shock isn’t a one-off; China’s iteration speed is accelerating. Meanwhile, Western CEOs keep saying the quiet part out loud: “We can’t pause AI because China won’t.” Exactly. Because China’s AI isn’t built for headlines, it’s built for industry, productivity, and national-scale deployment. China is no longer playing the same game, it already moved to the next board. The West debates safety memos, China deploys AI to 1.4 billion people. This is what an AI+ economy actually looks like.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

13,847 Aufrufe • vor 7 Monaten

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.

Lukas Ekwueme

196,966 Aufrufe • vor 28 Tagen

Elon says China's an Ass-kicker-next-level Question on Q4 earnings call: "There's a surge of Chinese companies humanoids; what is Tesla's long-term competitive advantage?" Elon: "By far, the biggest competition for humanoid robots will be from China. China is good at manufacturing, and also in AI, judging from open models. To the best of my knowledge, we don't see significant competition outside of China. People outside of China underestimate China, but China's an ass-kicker next-level. We think we will be more capable than any robot under development in China. We'll be ahead in real-world intelligence and the electromechanical dexterity of the hand design. There are three hardest things for humanoid robots: - the hand - real-world AI - and scaling production Tesla is the only company that has all three of those components."

Elon says China's an Ass-kicker-next-level Question on Q4 earnings call: "There's a surge of Chinese companies humanoids; what is Tesla's long-term competitive advantage?" Elon: "By far, the biggest competition for humanoid robots will be from China. China is good at manufacturing, and also in AI, judging from open models. To the best of my knowledge, we don't see significant competition outside of China. People outside of China underestimate China, but China's an ass-kicker next-level. We think we will be more capable than any robot under development in China. We'll be ahead in real-world intelligence and the electromechanical dexterity of the hand design. There are three hardest things for humanoid robots: - the hand - real-world AI - and scaling production Tesla is the only company that has all three of those components."

The Humanoid Hub

114,545 Aufrufe • vor 7 Monaten

🇨🇳 CHINA IS BUILDING AN AI ARMY IN THE DESERT WITH BANNED U.S. TECH China is planting 40 massive data centers in the Xinjiang desert, each packed with banned Nvidia chips. The aim isn’t subtle. They’re building a domestic AI force to match or surpass anything in the West. This isn’t theory, it’s hardware in motion, with government backing and national ambition baked in. Power, chips, and infrastructure are all being scaled at breakneck speed. While the U.S. cut off the supply, China’s response is to clone the machine and grow it bigger. The desert is now a launchpad. Source: *Walter Bloomberg

🇨🇳 CHINA IS BUILDING AN AI ARMY IN THE DESERT WITH BANNED U.S. TECH China is planting 40 massive data centers in the Xinjiang desert, each packed with banned Nvidia chips. The aim isn’t subtle. They’re building a domestic AI force to match or surpass anything in the West. This isn’t theory, it’s hardware in motion, with government backing and national ambition baked in. Power, chips, and infrastructure are all being scaled at breakneck speed. While the U.S. cut off the supply, China’s response is to clone the machine and grow it bigger. The desert is now a launchpad. Source: *Walter Bloomberg

Mario Nawfal

108,854 Aufrufe • vor 1 Jahr

Eric Schmidt just identified how America loses the AI war despite building better technology, and most people haven’t noticed it’s already happening. Schmidt: “The U.S. is chasing AGI.” America is fixated on one prize. Artificial General Intelligence. The god model. The moonshot that changes everything. Pouring resources into the ultimate breakthrough. China isn’t playing that game at all. Schmidt: “China is shipping day-to-day AI apps, and robotics.” Not waiting for superintelligence. Deploying current AI everywhere right now. Factory floors. Consumer devices. Supply chains. Physical robots at industrial scale. Today, not eventually. America might win the race to AGI and still lose the world. Schmidt: “If Chinese open-source models get good enough…” The strategic blindness is structural. US models are closed, proprietary, expensive. Chinese models like DeepSeek are open and free. Where does the developing world build its digital future? On technology it can access and afford. Which means Chinese. Schmidt: “Much of the world could end up building on them.” America competes for smartest AI. China competes for most embedded AI. And embedded wins. Technical superiority is worthless when the global standard already runs on your competitor’s freely available stack. Schmidt: “We better also be competing with the Chinese in day-to-day stuff.” The US places all chips on the ten-year AGI bet while handing China the entire commercial present. China deploys relentlessly. Robots, apps, infrastructure, all shipping now while America perfects research. Optimize exclusively for breakthrough and you surrender the industrial base. That base determines who controls what actually matters. Superintelligence is strategically meaningless if China owns the hardware running it, the software layer beneath it, and the deployed systems the world depends on. You can build the most advanced AI in existence. If nobody uses it because they’re locked into competitor ecosystems established years earlier while you focused on moonshots, you didn’t win. You built expensive irrelevance. This isn’t about capability. It’s deployment speed, adoption capture, and which technology becomes the foundation everything else builds on. America chases the ceiling. China is becoming the floor. And in technology, the floor matters more. Standards don’t win by being superior. They win by being everywhere first. And once established, switching costs make replacement nearly impossible regardless of technical advantages. We might invent AGI. China might own every system it runs on, every device it connects to, every market it operates in. At that point, creating the most intelligent AI while controlling none of the infrastructure it needs to function isn’t triumph. It’s building the world’s most advanced engine with no vehicle to put it in while your competitor already sold cars to everyone. The war isn’t won in labs. It’s won in factories, phones, and supply chains. And while we perfect the breakthrough, they’re winning the adoption race that actually determines who shapes the future.

Eric Schmidt just identified how America loses the AI war despite building better technology, and most people haven’t noticed it’s already happening. Schmidt: “The U.S. is chasing AGI.” America is fixated on one prize. Artificial General Intelligence. The god model. The moonshot that changes everything. Pouring resources into the ultimate breakthrough. China isn’t playing that game at all. Schmidt: “China is shipping day-to-day AI apps, and robotics.” Not waiting for superintelligence. Deploying current AI everywhere right now. Factory floors. Consumer devices. Supply chains. Physical robots at industrial scale. Today, not eventually. America might win the race to AGI and still lose the world. Schmidt: “If Chinese open-source models get good enough…” The strategic blindness is structural. US models are closed, proprietary, expensive. Chinese models like DeepSeek are open and free. Where does the developing world build its digital future? On technology it can access and afford. Which means Chinese. Schmidt: “Much of the world could end up building on them.” America competes for smartest AI. China competes for most embedded AI. And embedded wins. Technical superiority is worthless when the global standard already runs on your competitor’s freely available stack. Schmidt: “We better also be competing with the Chinese in day-to-day stuff.” The US places all chips on the ten-year AGI bet while handing China the entire commercial present. China deploys relentlessly. Robots, apps, infrastructure, all shipping now while America perfects research. Optimize exclusively for breakthrough and you surrender the industrial base. That base determines who controls what actually matters. Superintelligence is strategically meaningless if China owns the hardware running it, the software layer beneath it, and the deployed systems the world depends on. You can build the most advanced AI in existence. If nobody uses it because they’re locked into competitor ecosystems established years earlier while you focused on moonshots, you didn’t win. You built expensive irrelevance. This isn’t about capability. It’s deployment speed, adoption capture, and which technology becomes the foundation everything else builds on. America chases the ceiling. China is becoming the floor. And in technology, the floor matters more. Standards don’t win by being superior. They win by being everywhere first. And once established, switching costs make replacement nearly impossible regardless of technical advantages. We might invent AGI. China might own every system it runs on, every device it connects to, every market it operates in. At that point, creating the most intelligent AI while controlling none of the infrastructure it needs to function isn’t triumph. It’s building the world’s most advanced engine with no vehicle to put it in while your competitor already sold cars to everyone. The war isn’t won in labs. It’s won in factories, phones, and supply chains. And while we perfect the breakthrough, they’re winning the adoption race that actually determines who shapes the future.

Dustin

78,709 Aufrufe • vor 6 Monaten

Jensen Huang looked at both scoreboards and picked one word for China. Might. Not growth. Not progress. Might. The word for power before it tells you what it wants. Huang: “50% of the world’s AI researchers are Chinese. 70% of last year’s AI patents are published by China.” Half the researchers. Most of the patents. One flag. Huang: “The ecosystem of AI in China is vibrant, rich, incredibly innovative.” That’s not a compliment. That’s the one man alive who can see both scoreboards, telling you the game’s already been called. Researchers and patents count what’s already been built. Schools count what’s coming next. Huang: “I think it’s like 9 out of the 10 top science and technology schools in the world are now in China. They lead in science and technology in many different fields.” A ranking isn’t a fact. It’s a photograph, and a photograph starts dying the moment the shutter closes. Huang: “This has completely flipped in the last half to a decade. We used to lead most of them. Now they lead most of them.” Five years ago that photograph had America’s name in the corner. Nobody rang a bell when it changed hands, least of all Washington. The flip finished before most people knew there was a game at all. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with enormous might.” Not luck. Not a shortcut. Scale and effort, compounding year over year, on a clock the West assumed it still owned. The photograph isn’t done developing. Not theirs. Not ours. Might is doing two jobs here. One already happened. China built it. The other hasn’t. That half is still unclaimed. Nobody claims it for you. Not China. Not Washington. Not luck. China’s might is a fact. Ours is still a maybe.

Jensen Huang looked at both scoreboards and picked one word for China. Might. Not growth. Not progress. Might. The word for power before it tells you what it wants. Huang: “50% of the world’s AI researchers are Chinese. 70% of last year’s AI patents are published by China.” Half the researchers. Most of the patents. One flag. Huang: “The ecosystem of AI in China is vibrant, rich, incredibly innovative.” That’s not a compliment. That’s the one man alive who can see both scoreboards, telling you the game’s already been called. Researchers and patents count what’s already been built. Schools count what’s coming next. Huang: “I think it’s like 9 out of the 10 top science and technology schools in the world are now in China. They lead in science and technology in many different fields.” A ranking isn’t a fact. It’s a photograph, and a photograph starts dying the moment the shutter closes. Huang: “This has completely flipped in the last half to a decade. We used to lead most of them. Now they lead most of them.” Five years ago that photograph had America’s name in the corner. Nobody rang a bell when it changed hands, least of all Washington. The flip finished before most people knew there was a game at all. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with enormous might.” Not luck. Not a shortcut. Scale and effort, compounding year over year, on a clock the West assumed it still owned. The photograph isn’t done developing. Not theirs. Not ours. Might is doing two jobs here. One already happened. China built it. The other hasn’t. That half is still unclaimed. Nobody claims it for you. Not China. Not Washington. Not luck. China’s might is a fact. Ours is still a maybe.

Dustin

15,569 Aufrufe • vor 1 Monat

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Kevin O'Leary aka Mr. Wonderful

35,540 Aufrufe • vor 3 Monaten

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

Phil Trubey

72,743 Aufrufe • vor 4 Monaten

🇨🇳🇺🇸 ELON: CHINA HAS IMMENSE TALENT, BUT DEEPSEEK IS NOT AN AI REVOLUTION “There are a lot of very smart and very motivated engineers in China, and you should expect that China will come up with many great things. For most of human history, China has been the most powerful nation on earth, so they see their rise as a return to normal. DeepSeek is impressive, but it’s not a complete revolution in AI—xAI and others will soon release better models.” Source: Tsarathustra

🇨🇳🇺🇸 ELON: CHINA HAS IMMENSE TALENT, BUT DEEPSEEK IS NOT AN AI REVOLUTION “There are a lot of very smart and very motivated engineers in China, and you should expect that China will come up with many great things. For most of human history, China has been the most powerful nation on earth, so they see their rise as a return to normal. DeepSeek is impressive, but it’s not a complete revolution in AI—xAI and others will soon release better models.” Source: Tsarathustra

Mario Nawfal

1,068,377 Aufrufe • vor 10 Monaten

Trump says China “doesn’t use windmills.” Meanwhile in Zhangjiakou, China is using green energy to power an AI computing park with more than 200,000 servers. Its hourly power consumption already exceeds 1 million kWh. The city’s developable wind capacity alone exceeds 40 million kW. Across China, computing centers consumed about 170 billion kWh last year, 1.6% of national electricity use. In Q1 alone, China’s renewable power generation reached 882.9 billion kWh, about 37% of total electricity output. But sure. The leader of the “world’s strongest country” thinks China builds wind turbines as stage props for foreigners. This is the quality of American strategic thinking now: China is building the grid for the AI age. Don Quixote Trump is still yelling at windmills.

Trump says China “doesn’t use windmills.” Meanwhile in Zhangjiakou, China is using green energy to power an AI computing park with more than 200,000 servers. Its hourly power consumption already exceeds 1 million kWh. The city’s developable wind capacity alone exceeds 40 million kW. Across China, computing centers consumed about 170 billion kWh last year, 1.6% of national electricity use. In Q1 alone, China’s renewable power generation reached 882.9 billion kWh, about 37% of total electricity output. But sure. The leader of the “world’s strongest country” thinks China builds wind turbines as stage props for foreigners. This is the quality of American strategic thinking now: China is building the grid for the AI age. Don Quixote Trump is still yelling at windmills.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

30,771 Aufrufe • vor 1 Monat

Former translator of Deng Xiaoping, Chinese scholar Victor Gao bluntly said: If China truly chose to take Taiwan by force, it could do it tonight. Western hopes of stopping it with cheap AI weapons are pure fantasy. Here’s the hard truth: China’s AI is not losing. The West just confuses sanctions, speeches, and startup hype with real industrial power. Look at drones. DJI reshaped modern drones warfare so profoundly that: — Washington spent years trying to contain it — Beijing restricts exports to prevent misuse That’s the difference: The West talks about “deterrence by AI.” China mass-produces the hardware that makes deterrence real. The loudest voices warning about China don’t have an AI argument. They just have a China obsession.

Former translator of Deng Xiaoping, Chinese scholar Victor Gao bluntly said: If China truly chose to take Taiwan by force, it could do it tonight. Western hopes of stopping it with cheap AI weapons are pure fantasy. Here’s the hard truth: China’s AI is not losing. The West just confuses sanctions, speeches, and startup hype with real industrial power. Look at drones. DJI reshaped modern drones warfare so profoundly that: — Washington spent years trying to contain it — Beijing restricts exports to prevent misuse That’s the difference: The West talks about “deterrence by AI.” China mass-produces the hardware that makes deterrence real. The loudest voices warning about China don’t have an AI argument. They just have a China obsession.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

27,173 Aufrufe • vor 5 Monaten