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lemmy - Link to source

One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models

One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models

Chinese companies are releasing new AI models and striving to gain an edge in the AI application race as the country's biggest holiday of the year nears.
Evelyn Cheng (CNBC)
#technology
in reply to ☆ Yσɠƚԋσʂ ☆

pineapple
lemmy - Link to source
pineapple
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Wouldn't china be heading for a similar bubble pop like the US with there huge investment into ai?

Or perhaps they have actually found a large enough market to cover the cost of development.

This entry was edited (2 weeks ago)
in reply to pineapple

☆ Yσɠƚԋσʂ ☆
lemmy - Link to source
☆ Yσɠƚԋσʂ ☆
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The level of investment in AI in China is a fraction of that in the US, and they're already starting to make money. The whole dynamic in China is different. Instead of chasing unicorns and promising stuff like AGI, companies in China are treating AI as shared infrastructure that you actually build useful stuff on top of. Hence why models are being released as open source, they're not seen as the key source of revenue. It's closer to what we see with Linux based infrastructure where companies build services like AWS on top of Linux. China also has far more application for AI in stuff like robotics, manufacturing, and other types of automation. There are simply more niches to apply this tech in than there are in the west that's largely deindustrialized now.

CNBC's The China Connection newsletter: Foreign investors warm to China’s cheaper AI valuations despite fears of a U.S. bubble

For all the worries about a bubble in U.S. AI spending, capital flows into China's tech sector is far less, pushing startups to do more with less.
Evelyn Cheng (CNBC)
in reply to pineapple

ExotiqueMatter
lemmy - Link to source
ExotiqueMatter
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The difference is: China has tons of machines and factory robots to plug AI models into, the US doesn't. Meaning China gets to use their AI for actual useful purposes while the US can only use their's for speculation and slop generation.
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