“I like to compare this to the Newtonian moment of AI development,” Yin said.
From Meizu to Oppo, Chinese smartphone vendors step up AI integration into their devices
From Meizu to Oppo, Chinese smartphone vendors step up AI integration into their devices
Zhou said China’s best large-scale language models (LLMs), the technology that powers AI tools such as ChatGPT, are “approaching the level of GPT-3.5, but there is still a 1.5-year gap before GPT-4. We estimate that there is. OpenAI released his GPT-4, a text generation model, in March 2023.
Some Chinese entrepreneurs don’t want to overstate Sora’s capabilities.
“Given the demo videos provided by Sora, we have not made much progress in understanding. [the world]” Fang Han, CEO of game developer and publisher Kunlun Tech, said in an interview with government-run Commercial Securities News.
He added, “The difference between Sora and China’s homegrown text-to-video conversion tools is not as big as it is in the LLM field.”
The market sees opportunity in generative AI development. Ping An Securities said in a report released on Monday that the fast-growing LLM and generative AI sectors “will provide a strong impetus to the growth of computing capacity in China and the world.” The financial giant added that industries such as computing power, algorithms and cybersecurity will all benefit.
But Ping An warned that “supply chain risks” could arise if the U.S. continues to restrict chip exports to China. The report said sanctions “may accelerate the maturation of the domestic AI chip industry,” but “domestic alternatives may fall short of expectations.”
BGI’s Yin also questioned whether there will be enough time to catch up with China, given the “unfavorable backdrop of decoupling and supply chain disruption.”
The U.S. government is blocking Chinese companies’ access to the world’s most advanced semiconductor tools by tightening export controls on products using American technology. In October, the U.S. tightened those rules again, blocking mainland access to graphics processing units (GPUs) that Nvidia designed specifically for Chinese customers in response to previous restrictions.
That’s why the US chip giant has developed three new data center GPUs: H20, L20, and L2. Nevertheless, U.S. Commerce Secretary Gina Raimondo warned that Washington would take a dim view of any workaround targeting the U.S. mainland.