For those who’re involved in regards to the superior chip competitors between the U.S. and China – and who isn’t? – then this week’s @HPCpodcast visitor presents a lot meals for thought. Handel Jones, founder and CEO of the Worldwide Enterprise Methods consulting agency, is the writer of a brand new guide, WHEN AI RULES THE WORLD: China, The U.S., And The Race To Management A Good Planet. He contends that China is profitable the AI race partly as a result of the management of the PRC regime is extra competent and technically astute than some within the West might imagine.
Jones’ evaluation relies on in depth journey and contacts in China going again many years. He paints an image of an asymmetrical AI wrestle between the U.S. and China. Within the U.S., personal sector firms (established tech distributors and startups) are pursuing a decentralized, entrepreneurial strategy to AI growth with out in depth authorities assist, whereas in China, the federal government is offering main funding for personal sector AI R&D. Additional, he says the U.S. is falling behind on infrastructure applied sciences, corresponding to 5G, that permits superior AI at scale.
By the identical token, Jones believes the superior chip expertise export restrictions just lately imposed on China by the U.S. will considerably impede China’s progress in AI and sure deliver on retaliation, probably in type of restrictions on exports of uncommon earth minerals important for chip manufacturing.
All of that is inside a bigger context through which AI will deliver on main modifications to just about each financial sector, together with nationwide safety methods. After which there’s the high-stakes menace of an invasion of Taiwan by the PRC, together with the jewel within the crown of the semiconductor business, TSMC. In all, it’s an unsettling image.