The AI Race: The Tortoise and the Hare 🐢🐇
Looking at these two graphic images, I can’t help but think of the tale of “The Tortoise and The Hare” when it comes to the race between China and the US to dominate AI.
The US is still ahead, helped by its strong compute capabilities (ie access to all the chips it needs) and near-limitless access to capital.
But Chinese models have been constantly tugging at their heels using a fraction of the spending.
Growing worries about the ability of today’s AI capex to generate meaningful returns might result in delays in US models that allow their Chinese peers to overtake them in the final innings of the game.
#OpenAI #Anthropic #Kimi #Qwen4 $Alibaba(BABA)$ $SpaceX(SPCX)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$
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Interesting