Deirdre Bosa, a financial news anchor at CNBC, analyzed in her program that China and the United States are taking distinctly different paths in AI development. The U.S. AI boom is built on borrowed funds, relying on large-scale financing for investments in data centers, which results in high capital consumption. In contrast, China has made efficiency its core priority, advancing AI development at lower costs through cheaper chips, open-source models, and streamlined infrastructure. According to indices cited by Goldman Sachs, several Chinese AI models have already ranked among the global leaders in benchmark tests. Since the beginning of this year, Chinese startups have continued to narrow the performance gap with their U.S. counterparts. Leading Chinese enterprises, despite an overall investment scale far lower than that of U.S. peers, have achieved comparable system performance, demonstrating the advantages of low-cost, high-efficiency development.
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