Kyle Chan
China’s stunning achievements in AI have one glaring weak spot: access to compute—the raw processing power that fuels AI and relies on large volumes of advanced semiconductors. The U.S. currently has a tenfold advantage over China in total compute capacity, a gap that may only widen over time. U.S. tech firms are pouring billions of dollars into new data centers and can reap the benefits of the latest chip advancements from Nvidia and AMD or their own self-developed AI chips.
Meanwhile, the performance and volume of foreign AI chips that Chinese firms can obtain have gone down over time due to increasingly stringent U.S. export controls. Chinese tech leaders such as Tencent, Baidu, and DeepSeek have called out compute constraints as a key bottleneck to faster AI development. Kyle Chan is a postdoctoral researcher in the Sociology Department at Princeton University and an adjunct researcher at the Rand Corporation.Ray Wang is research director of semiconductors, supply chain, and emerging technology at Futurum Group.
No comments:
Post a Comment