Between China and the US, Who Really is Winning the AI Race
About this episode
The episode explores the contrasting AI strategies of China and the US, discussing who is winning the AI race and the implications for investors.
With China and the US taking two fundamentally different approaches towards developing their AI ecosystems, there is a growing camp that believes that China is in an equally strong position to win the AI race despite technology sanctions. Producer and host Ong Seng Yeow speaks with Maybank's Hong Kong Strategist Ben Ho to deep dive on three key issues: Why might China be playing a fundamentally different strategy on AI? Between the West or China, who is capturing more value? How should investors assess the Chinese AI landscape? Timestamps 00:00 ----- Introduction 01:15 ----- Is China or the US winning and what defines a winner in the current AI race? 04:39 ----- Understanding the profitability gap analogy between Apple iOS vs. Google in the AI space 05:17 ----- The importance of token economics and how it is increasing value output for China 12:38 ----- US will be very protective of their proprietary models 13:53 ----- The Nvidia CUDA ecosystem monopoly explained 18:17 ----- Huawei Ascend shifts the denominator in the current advanced chip export control system 22:35 ----- Can China decouple enough that sanctions lose its effectiveness over time? 26:41 ----- Understanding…
People in this episode
Host: Ong Seng Yeow
Guest: Ben Ho
Topics covered
- AI race
- China vs US
- investment strategies
- technology sanctions
- AI ecosystems
- value capture
Mentioned in this episode
Organizations: Maybank, Apple, Google, Nvidia, Huawei, Alibaba, Tencent, Baidu, BOSS Zhipin
Places: China, US
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