At Yiaho, while our developers are refining free AI models, our editorial team scrutinizes the news to decipher the trends shaking the tech world.
Remember: not long ago, we explored the hypothesis of an imminent AI bubble burst because of China, potentially triggered by the meteoric rise of an LLM like DeepSeek.
What if our intuitions are confirmed sooner than expected?
Jensen Huang warns: “China will win the AI race”
Last Wednesday, Jensen Huang, NVIDIA’s charismatic CEO, dropped a bombshell at an event in London. Interviewed by the Financial Times, he unequivocally predicted that “China will win the AI race.” No half measures: for him, Beijing is only “a few nanoseconds” behind the United States in next-generation artificial intelligence.
But what really lies behind this shocking statement? A desperate plea to Washington to accelerate American investments, or an authentic warning in the face of a rival advancing at full speed?
Indeed, Jensen Huang points to the massive subsidies granted by the Chinese government for energy, thus boosting the production of advanced semiconductors, these essential chips for training the most computationally intensive AIs.
NVIDIA, the undisputed leader in GPUs, is on the front lines. Despite US restrictions prohibiting the sale of its high-end chips to China, orders are pouring in for authorized models.
Also read on this topic: OpenAI proposes a law to ban Deepseek in the United States
China can truly dominate global AI
Chinese tech giants are accumulating them by the pallet, building monstrous computing clusters. And they don’t just copy: they innovate with an ingenuity that commands respect.
Take DeepSeek, this open-source model that emerged from nowhere a few months ago. By optimizing architectures on less powerful chips, it rivaled Western heavyweights, causing a mini stock market earthquake and reminding us that innovation is not just measured in teraflops.
Jensen Huang is therefore calling on the United States to react quickly. More funding, more R&D, more federal support to avoid being left behind. Is this strategic bluff, a tactic to inflate public aid to American industry? Possibly. After all, NVIDIA thrives on geopolitical tensions that boost demand for digital weaponry.
But the facts are stubborn: China is investing billions in its chip fabs, training armies of engineers, and circumventing embargoes with impressive resilience.
If the AI bubble bursts, it won’t be due to a lack of enthusiasm, but perhaps an unexpected redistribution of the cards. The West still dominates patents and star talent, but China excels in scale and speed. At Yiaho, we are following this closely: our free AIs aim precisely to democratize access, so that innovation is not the prerogative of a superpower. The race is on, and it promises to be breathtaking!
Source: Financial Times
