- 2个月前
八点最热报 | 习近平即将访美之际,特朗普公开表示此次会谈“非常令人兴奋、非常有成效”,同时强调美国在AI领域“遥遥领先中国”,释放出强烈的竞争信号。但面对美国的芯片与算力优势,中国正凭借开放模型、低成本研发和庞大应用场景加速追赶,那中美AI究竟谁能笑到最后?(主播:梁宝仪)
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00:05Chinese President Xi Jinping will visit the United States on September 24.
00:08However, US President Trump has already spoken out first.
00:12On September 2, Trump spoke to the media in the Oval Office at the White House.
00:15When asking questions
00:16They declared the visit very exciting.
00:19He also said that the two of them would have many good things to discuss.
00:22The meeting was described as very productive.
00:26Then the topic suddenly shifted to AI.
00:29He said the United States is far ahead of China in the field of AI.
00:35One is the upcoming meeting between the Chinese and US leaders.
00:37One is the increasingly fierce US-China AI technology war.
00:41However, when Trump mentioned Xi Jinping's visit...
00:44But they insist on loudly emphasizing that the US has won in AI.
00:49Is this a show of force or a prelude to the upcoming negotiations?
00:54But how much of Trump's claim of a "far ahead" is actually true?
00:58Has the outcome of this US-China AI war truly been decided?
01:02If, as Trump claims, the US is significantly ahead in AI...
01:06Can China catch up?
01:26US President Trump's statement at the White House on the 2nd once again highlighted China's position.
01:30US AI competition brought to the forefront
01:32The timing is also quite intriguing.
01:35Just as Chinese President Xi Jinping was about to visit the United States
01:38Trump loudly emphasized America's AI advantage.
01:41After all, AI today is no longer simply a technological race.
01:45From advanced chip computing power to large models and practical applications
01:49Even in the fields of national security and military
01:52AI has become a new battleground in the technological competition between China and the United States.
02:14Trump emphasizes America's leadership
02:16However, this does not mean that the outcome of this AI battle has been decided prematurely.
02:20Xi Jinping's upcoming visit to the United States: a contest between China and the US on the AI track
02:25It won't stop because of a single meeting between heads of state.
02:28On the contrary, competition may continue to intensify.
02:48If we only look at the most cutting-edge large models
02:51If the competition is about who can create the most powerful AI brain...
02:54The United States does indeed remain ahead in the race for AI.
02:58Dominant
02:59No matter how smart the AI model is
03:14Mid-level repair requires massive computing power.
03:16This is precisely another advantage that the United States currently possesses.
03:19This is also a key constraint facing China.
03:21Advanced AI chips and computing power have become a key element in the technological competition between China and the United States.
03:26Important chips
03:27This is my personal opinion.
03:28Because currently, most AI development is constrained by computing power.
03:33Computing power is very important
03:35Therefore, China's biggest problem is that it lacks the latest and largest computing power infrastructure.
03:42Because computing power is something that can't be easily overcome.
03:45However, it would be illogical to conclude that China can only be left behind by the United States.
03:50Too early
03:51Because China didn't play exactly the same match.
03:54Rather than blindly pursuing the most powerful model
03:56Chinese AI companies are accelerating along another path.
04:00Reduce costs
04:01Open models bring AI to more users
04:04If I absolutely had to choose one
04:06I would definitely still bet my money on China's open model.
04:11Because of the first
04:11Its cost advantage is better.
04:14Chinese companies, you see, under so many resource constraints...
04:17It can still grow wildly
04:20Then so many companies were created.
04:22The second point is that if it is an open model...
04:25Firstly, its market besides the Chinese domestic market...
04:28In addition to overseas markets
04:30It will also have many different fields.
04:35Especially in countries like Malaysia, for example.
04:37Many of our companies are small and medium-sized enterprises.
04:40The most sensitive issue for small and medium-sized enterprises is price.
04:42The third point is the overall ecosystem.
04:45The Chinese models we just mentioned...
04:48For example, Qianwen or Xiaomi
04:52Or perhaps companies like Tencent?
04:54Behind it are all these e-commerce platforms.
04:56Social media giants are its backers.
04:58So as long as it's interviewed...
05:00There are hundreds of millions of users waiting to use it.
05:05Instead of something like ChairGPG or Cloud...
05:08They do not possess any hardware.
05:10Any software or social media
05:13It has none of these three-body problems.
05:14So if you want me to judge from my own perspective...
05:18The Chinese model in this competition
05:21It will have a higher advantage than the United States.
05:24An interesting misalignment has emerged in the US-China AI race.
05:28The US is vying for the most powerful AI brain.
05:31China's competitive advantage lies in lower prices, greater openness, and wider application.
05:34China's massive manufacturing e-commerce and automotive industries
05:38This precisely provides ample space for the application of AI.
05:41But then a problem arises.
05:42The cheaper AI becomes, the more people will use it.
05:44The greater the computing power consumed, the more
05:47Therefore, China's low-cost advantage
05:49Ultimately, we still can't avoid a key issue.
05:51Is the computing power sufficient?
05:53I think it's because the US has an advantage in computing power.
05:56However, fine-tuning is better.
05:57It's definitely China that did a better job.
05:58Because of Nipsic's price advantage
06:01Basically, no one can beat him.
06:03But the problem is if you want the price...
06:05If it reaches the stage of fracture
06:07This way, everyone will use it.
06:09This will result in insufficient computing power.
06:11That is, we saw Nipsic subsequently raise prices.
06:13Because it doesn't have enough computing power to handle it.
06:16This demand for large amounts of computation
06:18So I think the biggest problem is still computing power.
06:21Going back to Trump's statement
06:22The United States is far ahead in the field of AI.
06:25Does this make sense?
06:25Some of them, at least in terms of models and computing power, were at least two years ago.
06:29The United States does indeed currently have a clear advantage.
06:31But being in the lead doesn't mean you've won.
06:34Because the ultimate goal of AI is not just a simple large-scale model championship.
06:38It also depends on who can develop the most powerful AI brain.
06:40Sufficient computing power
06:41and real-world industries
06:43A true union
06:45Who will have the last laugh?
06:47US-China AI War
06:49We've just entered the next round.
06:55The AI war between China and the US has been going on for quite some time.
06:58The United States possesses advanced chips.
07:01There are also top-notch AI models.
07:03Thinking about the forefront of technology
07:05China, on the other hand, has integrated AI into its manufacturing industry.
07:08Robots also have a huge industrial chain
07:11The competition is about who can turn AI into productivity faster.
07:15One is a competition to see whose AI brain is stronger.
07:18The other is a competition to see who can truly get AI moving.
07:22The US wants to win the first half of the AI race.
07:24China wants to bring AI into the real world.
07:28As for who can become king
07:30It's too early to draw conclusions.
07:33Because the real decisive battle in this AI war
07:35It may have just begun.