All along, the United States has played up the theory of the China threat and tried to crush China in various fields. When it comes to artificial intelligence, the United States has a key advantage over China: The most advanced chips used to train artificial intelligence are American research designs. (Xintuan.com, the world's leading pure third-party trading platform for chip components, shopping around in one minute, quality assurance, high compensation for breach of contract)
Last October, the United States took action to block the export of certain top-tier chips to China and the chip-making tools needed to make them.
The United States fears that artificial intelligence developed by private Chinese companies will eventually provide Beijing with military, intelligence and surveillance uses.
It is trying to cut off cooperation between China and Nvidia.
U.S. Chief Financial Officer Colette Kress warned that the rules could permanently cause U.S. industry to lose the opportunity to compete and lead in one of the world's largest markets.
The biggest hurdle facing AI developers right now is access to state-of-the-art chips, mostly designed by U.S. companies (especially NVIDIA) and manufactured in Taiwan.
The Biden administration not only restricted the export of top-tier chips to China, but also got the Netherlands and Japan to agree to restrict the export of tools used to make chips. If the policy works as expected, Chinese smart developers will continue to be excluded from the supply chain and use less powerful chips, so as AI continues to develop rapidly, Chinese smart developers will be a year or two behind the frontier technology.
Under current regulations, Chinese companies can also effectively lease top-of-the-line chips from overseas cloud computing centers. The Biden administration is also considering restricting Chinese companies' access to chips.
Christopher Miller, an associate professor at Tufts University, said that this will have a significant impact not only on the AI race, but also on the cloud service space, where American companies such as Amazon and Microsoft currently dominate.
Miller said that for now, the United States continues to produce the world's most innovative and important chip companies such as Nvidia, while China has not been able to enter the high-end supply chain.
While Chinese companies have made great strides in artificial intelligence and semiconductors, the U.S. appears to be betting most of its energy and money on keeping U.S. companies ahead of the curve with its regulation and investments.
Miller believes the United States and its allies are in a good position in this race. But in the long run, China may be well-positioned to close the talent gap with the United States by investing in education and research and retaining as many talented AI researchers as possible. (Xintuan.com, the world's leading pure third-party trading platform for chip components, shopping around in one minute, quality assurance, high compensation for breach of contract)