00:00Shantanu Goswami is vice president of the German multinational software company SAP.
00:06He spoke to our correspondent, Ray Addison, about China's development in artificial intelligence.
00:12I think it's very significant.
00:14So I believe about 50 percent or nearly 60 percent of all AI patents are held by Chinese.
00:20And that is because of their focus on STEM, all the primary and tertiary education that
00:27is happening in China, which is revolutionary.
00:30But also China is all in in AI.
00:33It's not trying to do pilots.
00:34So it's very different as an approach.
00:36And it's very clear about the problems it wants to solve.
00:39And I think that is why it has created infrastructure.
00:43It's created the models.
00:44And now it's put the data where their mouth is.
00:47How is the growing competition between China and the US across AI helping to shake the market?
00:53I think the China-US competition is getting overhyped because I feel that AI is going to
01:01be determined by organizations rather than governments.
01:05Governments create infrastructure.
01:07They create the bedrock of talent and skill pools, which China definitely has taken a lead.
01:13But if you look at what is happening with models and data, the US definitely has a bit ahead of
01:24the curve.
01:25But I think one of the points that people are not looking at is energy.
01:30Energy is going to be a game changer.
01:32And China definitely has a bit of, I think, foothold on, you know, renewables and sustainable energy
01:40because you need a lot of energy to power these data centers.
01:43So you can have developments, maybe better developments in one country,
01:48but if they don't have the energy to power it, there's going to be problems further down the track.
01:52I think that energy is going to be quite a game changer for organizations to create more and more
02:00data centers that power these kind of models.
02:04And so the cost of running those is going to be quite significant.
02:09And renewables and other energy sources, I think, is going to be quite interesting and important.
02:15And my limited knowledge here says that China is probably a bit ahead.
02:20Can competition be good for driving innovation in areas like AI?
02:24Well, I think competition is always good for any kind of new technology to come through.
02:29But again, I come back to the point where you might have great competition between peers,
02:35but the people with the right data and the right architecture and a better understanding of purpose
02:42is going to persevere. You can have great competition, but if you don't have the fuel
02:46to power AI, which is data, it's rubbish and rubbish out.
02:52What should businesses prioritize today if they want to successfully implement an AI strategy?
02:58Number one, they should start with purpose. They should know what is the AI going to do for them?
03:04What is the problem they're going to solve? I think that's the first thing they're going to solve.
03:08Second, they need to get the data. They need to get the data right. Quality, governance, all the semantics.
03:15Third, the architecture. This three layer model is what I think is going to make them successful.
03:22But first, they need to know why they're doing this. Not because somebody else is doing it,
03:26but what it makes them tick.
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