Odd Lots

Grace Shao on What the World Should Know About Chinese AI

· PT51M4S

Összefoglaló

Grace Shao, független MI-kutató és az AI Proem Substack szerzője, a kínai MI-ipar legújabb fejleményeiről beszél a DeepSeek nyílt forráskódú modelljének piacra dobása óta. Megemlíti, hogy a kínai technológiai cégek, mint a Baidu, saját chipekre, modellekre és…

Ebben az epizódban

China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling.

After being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvidia H200s.

In fact, many of the big Chinese tech companies — like Baidu — are making a push to become full-stack players, with their own chips, models, and cloud infrastructure.

Today's guest is Grace Shao, an independent AI researcher and the author of the AI Proem Substack.

She's a bit of an insider when it comes to China's AI industry, and when we were in Hong Kong we spoke with her about the latest in open-source models, the competition among Chinese frontier labs, DeepSeek's place in an increasingly crowded Chinese AI market, China's manufacturing edge, where bottlenecks exist right now (spoiler: it isn't data centers), if Chinese grandmas are actually using OpenClaw, and finally, of course, AI psychosis.

Read More: China AI Lab’s 170% Stock Surge Cements Winner-Loser Pair Trade China Plans Mechanism to Evaluate AI Impacts on Job Market Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app.

Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

Említett entitások

Témák

Személyek

Cégek

Tickerek

Hallgasd meg

Több epizód a Odd Lots-ből