Slowing China’s progress in artificial intelligence (AI) has been a top priority for Washington for the last three years. To achieve that goal, the Biden administration has escalated controls on the sale of advanced chips and chipmaking equipment to China, including a fresh salvo of restrictions earlier this week.
Policymakers may be flummoxed to learn, then, that Chinese companies aren’t just keeping up in the AI race: some believe they could overtake American industry leaders as soon as next year.
The latest breakthroughs came late last month, when two Chinese AI companies released new models that perform as well, if not better than their American peers. Developed by tech giant Alibaba and High Flyer Capital Management, a Chinese quantitative hedge fund, the technologies compete directly with OpenAI’s latest o1 model, which can “reason” through problems — a process some researchers have described as a new paradigm.
These achievements by Chinese firms underscore how formidable a competitor the country remains in the global AI race. Buoyed by a wealth of engineering talent and intense domestic competition — plus ample chip supply for now — Chinese AI firms are unlikely to fall back in that race as easily as some in Washington may hope.
Influential figures in the AI community are taking note. On Monday, Clement Delangue, chief executive of HuggingFace, a popular platform that offers tools and data to AI developers, predicted on LinkedIn that China would “start to lead the AI race in 2025.”