Competition or ‘co-opetition’: how is convergence shaping AI race between China and US?
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Despite US-China tensions, the AI ecosystems of both countries are showing signs of convergence. This was exemplified by the participation of Moonshot AI's founder at Nvidia's GPU Technology Conference in California, followed by a similar presentation in Beijing. Nvidia, a major driver of this convergence, benefits from the global AI boom, projecting substantial revenue growth. However, US export controls restrict Nvidia from selling its most advanced chips in China, despite high demand. Experts suggest that conflicting interests and perspectives within US companies contribute to the complex dynamic of competition and cooperation in the AI sector between the two nations.
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AI-ExtractedNvidia announced a revenue outlook of at least US$1 trillion through to 2027.
US export controls restrict Nvidia from selling its most advanced chips in China since 2022.
Yang Zhilin presented at China’s state-backed Zhongguancun Forum in Beijing.
Yang Zhilin, founder of Moonshot AI, spoke at Nvidia's GTC in San Jose.
There's many different cross-cutting factors and interests that are pulling in either direction.
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