China, Trump
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HANNA DOHMEN is a Senior Research Analyst at Georgetown’s Center for Security and Emerging Technology and a Nonresident Fellow at the Atlantic Council.
Yet while the U.S. appears to focus on powerful yet proprietary large language models, enterprise AI, and semiconductors, China is taking a vastly different approach to cultivating its AI industry.
U.S. AI models still control over 70 percent of the market, but a collaborative, open source approach has enabled Chinese labs to punch far above their weight.
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Coder, strengthens the case that open-source models are now capable of matching proprietary AI systems, at least when it comes to software engineering tasks. Featuring a 480B-parameter Mixture-of-Experts design and support for extended context windows,
By many accounts, China’s AI industry is closing the gap with the U.S. American export controls have supercharged Chinese domestic innovation, and Chinese AI chatbot models such as DeepSeek now equal or exceed their American counterparts across many performance metrics.
At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.
As the top chip company, Nvidia's chips are in high demand from the largest companies, like Amazon and Microsoft, that are building out huge AI businesses. They themselves are serving other giants with AI tools and services in partnership with Nvidia, offering access to the chipmaker's powerful technology.
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White House to unveil plan to push US AI abroad, crack down on restrictive rules, document shows
Despite the focus on expansion, the plan does mention the importance of "defending against misuse and preparing for future AI-related risks."