Near zero probability of that. The model is more efficient and the company who trained it did not blunder trillions of dollars to do so. China has better electricity infrastructure than the US too, so the likelihood they can scale out before the US ever could is high. Long term deepseek, Alibaba, etc hold the most cards for sustainable AI even despite the attempted Nvidia embargo
I am not shilling China, this is just what is happening right now.
I think the Chinese government works differently than the US government. I think China has been subsidizing their electricity grid for decades and leading the world on sustainable electricity namely solar. While the us has let their infrastructure rot and laughed at government inefficiencies for about half that time. The US has data centers running on gas right now while waging wars blowing up gas infrastructure world wide. It would be comical if it wasn't an environmental disaster. Most of them have no hopes at even getting enough power in well established areas short term.
I realize what I am saying may come off as propaganda because the US holds net negative views on China so here are some links.
I think because openai spent so much money upfront showing how it was possible to do this and laid out a product roadmap China got to get on board much cheaper and easier. I see no reason to not believe any of these companies when they say they didn't squander tons of money to do what they did because I don't know how openai has even spent all the money they have it's actually ridiculous to think about.
It's not really about that. China is eating the US's lunch when it comes to ai. Don't get me wrong opus is the strongest model out there today, but that's the us's only advantage right now. Deepseek,qwen,kimi, etc all have fundamental research making the models smaller, more efficient, scalable, etc. in the US the plan is to buy all the hardware, write legislature, embargo other countries, keep models and research closed, so people cannot innovate for the next two to five years.
Unlike the us chinas focus is on research and sustainable building. China also has really good infrastructure for energy, etc. it is also to their advantage to drop 5 billion instead of 2 trillion and beat the us while turning a profit.
Chinas focus in ai is less flashy and because they are the biggest manufacturing super power in the world right now, it directly feeds their economy. They aren't looking for applications or to replace thought workers with slop bots, they have natural needs for this technology. Us manufacturers can't compete so they have to keep companies from selling their goods there see byd. China sees it as commoditizing their complement, the us is risking its entire economy and it's environment and resources, kind of scary.
Near zero probability of that. The model is more efficient and the company who trained it did not blunder trillions of dollars to do so. China has better electricity infrastructure than the US too, so the likelihood they can scale out before the US ever could is high. Long term deepseek, Alibaba, etc hold the most cards for sustainable AI even despite the attempted Nvidia embargo
I am not shilling China, this is just what is happening right now.
Lol what? You seriously think that the #1 Chinese AI company is not being subsidized by the Chinese government?
Which one is #1? Alibaba, deepseek, or moonshot?
I think the Chinese government works differently than the US government. I think China has been subsidizing their electricity grid for decades and leading the world on sustainable electricity namely solar. While the us has let their infrastructure rot and laughed at government inefficiencies for about half that time. The US has data centers running on gas right now while waging wars blowing up gas infrastructure world wide. It would be comical if it wasn't an environmental disaster. Most of them have no hopes at even getting enough power in well established areas short term.
I realize what I am saying may come off as propaganda because the US holds net negative views on China so here are some links.
https://www.technologyreview.com/2025/07/10/1119941/china-en...
https://www.wired.com/story/data-centers-are-driving-a-us-ga...
I think because openai spent so much money upfront showing how it was possible to do this and laid out a product roadmap China got to get on board much cheaper and easier. I see no reason to not believe any of these companies when they say they didn't squander tons of money to do what they did because I don't know how openai has even spent all the money they have it's actually ridiculous to think about.
https://the-decoder.com/openai-adds-111-billion-to-its-cash-...
Judging by the multiple providers selling it for around the same price (including non-VC funded competitors): no, it isn't subsidized.
Is there somewhere I can look up whether a certain provider is VC-funded?
It's not really about that. China is eating the US's lunch when it comes to ai. Don't get me wrong opus is the strongest model out there today, but that's the us's only advantage right now. Deepseek,qwen,kimi, etc all have fundamental research making the models smaller, more efficient, scalable, etc. in the US the plan is to buy all the hardware, write legislature, embargo other countries, keep models and research closed, so people cannot innovate for the next two to five years.
Unlike the us chinas focus is on research and sustainable building. China also has really good infrastructure for energy, etc. it is also to their advantage to drop 5 billion instead of 2 trillion and beat the us while turning a profit.
Chinas focus in ai is less flashy and because they are the biggest manufacturing super power in the world right now, it directly feeds their economy. They aren't looking for applications or to replace thought workers with slop bots, they have natural needs for this technology. Us manufacturers can't compete so they have to keep companies from selling their goods there see byd. China sees it as commoditizing their complement, the us is risking its entire economy and it's environment and resources, kind of scary.