
Jerome Cody
shared a chat session in group #Artificial Intelligence via #Artificial Intelligence
As the #Artificial Intelligence race intensifies, the U.S. government continues to pursue scale as its primary strategy to outpace #🇨🇳 ChinA.I. 🤖🧠🦾🤖 —whether through initiatives like the "Stargate" project with astronomical investments, the aggressive expansion of AI computing centers, or the endless pursuit of larger model parameters. Simultaneously, it imposes restrictions on high-end chip exports to China.
Yet here lies a stark contrast: Beijing recently launched a nationwide survey to rein in excessive computing infrastructure, while some industry experts estimate that only about 15-30% of China's computing capacity is currently utilized due to oversupply.
Consider this paradox: American AI services like ChatGPT operate on costly paid models, whereas Chinese equivalents serve over 250 million home users (nearly double the U.S. user base) mostly free of charge. China's industrial applications—smart cities, autonomous driving, and AI-powered manufacturing—have already achieved scales dwarfing those in the West.
History may offer a perspective. China produces 20 times more cement and 10 times more steel than the U.S. This scaling philosophy now extends to AI infrastructure. Today, China's domestic high-end chip production lines are operational, and Huawei has reclaimed its throne as China's smartphone leader—proof that semiconductor restrictions are becoming irrelevant. The real challenge for Beijing isn't computing scarcity, but managing explosive growth.
This isn't hubris, but repeated lessons from our journey through industrialization. When China commits to strategic scaling—whether in infrastructure, manufacturing, or now AI—what we see from the outside is usually is the tip of an iceberg.
Are current US policies chasing the wake of Titanic. How to change the course? To where?
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