In Tech Rivalry with U.S., China Lacks An OpenAI
KEY POINTS
- Late to the game, China is seeking to catch the lead of OpenAI in a wider U.S. AI market shaped by tech titans Microsoft, Google and Amazon, and well-financed startups including Anthropic.
- Where China lags in foundational large language models, which are dominated by OpenAI and Google’s Gemini, China is closing the gap by using open source LLMs like Meta’s Llama 1.
- Restrictions on U.S. export of advanced chips hurt its AI acceleration, but Chinese market giants like Huawei are ramping up chip efforts, and China has the AI talent, with nearly triple the AI undergraduate degrees of the U.S.
