00:00Earlier, I spoke to Stephen High, an Affiliate Fellow for Artificial Intelligence at King's College, London.
00:06What matters critically is not any single chip revolution or revolving target,
00:13but the very integration of computing power, AI model, energy, infrastructure,
00:19and the fast evolving industrialization and massive adoption across real business and social scenario.
00:25Just as Jensen mentioned, multi-layer cake of the AI stack from silicon to software to agentic system.
00:35The full stack of AI ecosystem could transform society entirely and become the essential driving forces, a new productivity revolution.
00:45Therefore, for investors and business, the signal is not the one trillion headline.
00:51It's the systemic integration that is a real investment opportunity.
00:57Jensen Wang says that we've hit this inference inflection point.
01:02Is this the moment AI starts delivering real economic value at scale?
01:08I think the short answer from my side is yes.
01:11AI has already started to deliver real economic value at scale in industrial automation,
01:19biomedical research and production, manufacturing, agriculture, and even entertainment.
01:24But the more critical question is which element of AI are generating this value?
01:31value is research and R&D, it's data computing, application, infrastructure, you name it.
01:40But to me, I think it's the very integration of this whole stack ecosystem.
01:45It signals something deeper than a single hardware shift.
01:50It means different domain of AI industry are now intimately intertwined and co-evolving as a holistic unity.
01:58Stephen, with China doubling down on AI in its long-term plans,
02:04how competitive is it when it comes to shaping the next wave of the global industry?
02:13Well, I think that the real edges of Chinese AI ecosystem is its full stack integration ecosystem
02:25that combine model, energy, infrastructure, application.
02:32I think it goes beyond what most recent 15th five-year plan integrated the whole chain innovation.
02:42It's about that China potentially could offer a whole solution package for the global economy
02:49and even become the rule settler, a new standardization of global AI eco-development.
02:58Several Chinese startups are speaking at NVIDIA's GTC conference,
03:02which has been given the nickname, the Super Bowl of AI.
03:06It comes as companies set their sights on increasing global opportunities.
03:10And our correspondent, Shibone McCall, has more.
03:12Thanks, Juliette.
03:14AI's app DeepSeek had global success when it launched in 2025.
03:19And other Chinese startups are also making a big impression internationally.
03:24Moonshot AI, the Beijing-based company behind the Kimi chat box,
03:27has seen its overseas revenue surpass its domestic earnings.
03:31It's aiming to raise $1 billion in an expanded funding round
03:36that would see its valuation jumped to around $18 billion.
03:41Currently valued at $10 billion, it is one of China's six AI tigers.
03:45Another AI tiger is Minimax.
03:48It has more than 230 million users from over 200 countries.
03:52And it's said that more than two-thirds of its revenue is from international markets.
03:58Simon Sung co-founded Minimax and is now founder and CEO of Tripod AI,
04:03which can turn text prompts or images into 3D models.
04:0790% of its users are from outside China.
04:11It's reported to be in talks with major US and European companies about investment.
04:16And monthly revenue has reached more than $1 million.
04:19And Chinese startup iSales sells AI tools to help small manufacturers fund buyers outside China's.
04:26It says it's assisted more than 300 such companies with their international sales.
04:31And it's exceeded $1 million in revenue since June 2025.
04:36Stephen Hai also had this to say about the Chinese startups going global.
04:39From a market perspective, domestic AI competition has become intensively involutionary.
04:46Only a very handful of Chinese AI companies are profitable, aimed at ferocious press warfare,
04:53pushing firms to seek revenue and skills internationally.
04:57Well, technically speaking, open source breakthroughs by representative forces like DeepSeek, Alibaba,
05:04and Moonshot, you name it, have created globally competitive products that are dramatically cheaper
05:10than the Western alternatives, making its global diffusion a natural next step.
05:17Well, I think, as I mentioned previously, domestically speaking,
05:21the 15th five-year plan, Chile, frames AI deployment as a national strategic priority,
05:26and the state's AI plus initiative provides policy, framework, and pipeline for internationalization.
05:35You've talked about how important it is for these Chinese startups to have global visibility.
05:40But where do they have the real competitive edge globally?
05:44Is it cost, scale, or innovation?
05:48Well, to me, it is all three and beyond.
05:53But the real edge is their systematic integration, something often underestimated by Western analysts
06:01who focus on individual benchmark or segment.
06:05The comparative advantages of Chinese AI ecosystem that goes beyond startup and established business
06:12encompasses a vibrant startup ecosystem and fast innovation open source model,
06:18profound computing power, tremendous energy supply, robust infrastructure,
06:24rapid iteration in industrial and commercial application,
06:28and, of course, the deep AI-relevant talent pool.
06:32And what are the biggest barriers that they face internationally?
06:36Regulation or access to advanced chips?
06:40Well, yes, I think you're totally right.
06:41The regulation and access to advanced chips pose formidable challenges to both startup
06:46and established players, given the current geopolitical and international context.
06:52The AI ecosystem nowadays is increasingly splitting around geopolitical lines with export control,
07:01regulatory fragmentation.
07:02However, I think one of the most essential barriers, if not the largest,
07:07is that the global AI industry cannot fully utilize and integrate the different strengths and development forces
07:15from across the global society to collectively progress AI innovation agenda for social and global goods.
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