Opinion | How will the AI ​​race unfold in the US, China, and the world?

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The global artificial intelligence (AI) race remains one of the most hotly contested areas of international competition. Few people today bet on the ultimate winner, but current trends indicate that there are three possible scenarios to consider.

In the first scenario, the world of AI is dominated by the United States and China. Although the United States still has the technological advantage, China is rapidly closing in and competing with the United States for leadership in many key aspects of AI capabilities.

According to Stanford University 2025 AI Index ReportIn a global benchmarking study of AI performance, the United States leads in the number of major AI models and investment levels, but China has a significant lead in AI publications and patents issued. But even more worrying for the United States is that the technical performance ratings of Chinese AI models have improved dramatically in recent years, to the point where they are now comparable to U.S.-based models.
What may be more decisive than the technology in the long run are the different economic models underpinning each country's AI development. China primarily relies on a state-led investment model that allows it to mobilize resources, technology, and capital to pursue strategic national goals. The main constraint has been access to high-end chips, but we are rapidly building capacity in this area and, in addition, deep seek shows that it is possible to creatively overcome such constraints.

In contrast, the United States relies on a strong coalition of technology giants, venture capital, and government support. But there are growing concerns about potential flaws in the US model, including the bubble-like appearance of the tech boom and the risks inherent in using complex debt mechanisms to finance data center expansion.

A second scenario that could emerge amidst the possibility of an AI bubble bursting is the rise of a trilateral AI world, where the European Union gains greater influence with an ethics-driven approach to AI development.

05:04

China develops analog AI chip said to be 1,000 times faster than Nvidia GPU

China develops analog AI chip said to be 1,000 times faster than Nvidia GPU



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