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Two of the hottest people in AI business are avoiding China
One is the world's largest AI unicorn, the creator of ChatGPT. The other is that chips are in short supply and the biggest winner in the AI era. They are Sam Altman, founder of OpenAI, and Huang Renxun, founder of NVIDIA.
These two men who control the global AI schedule, I don't know whether it is intentional or not, they both avoid China in their schedules.
On June 10, OpenAI founder Sam Altman appeared at the 2023 Zhiyuan Artificial Intelligence Conference held in Beijing, China via video link. This is the first time that the father of ChatGPT has publicly expressed his opinions at a conference in China. Even if they did not see the physical body, the audience in the audience, like pilgrims, took out their mobile phones to take pictures to record this great moment.
These countries and regions include the United Kingdom, France, Germany, Spain, Poland, Japan, South Korea, India, Israel, and the United Arab Emirates.
**Sam Altam's route circles the map without China. **
Earlier, Nvidia founder Jensen Huang started his trip to Taiwan, attended the graduation ceremony of National Taiwan University, and then released the new DGX GH200 artificial intelligence supercomputer at the COMPUTEX conference.
Half of Huang Renxun’s foot has already set foot on China. Just when everyone thought that Huang Renxun would set foot on the land of mainland China like Musk, Huang Renxun ended his trip to Taiwan and flew away without looking back.
So far, the two hottest people in the field of AI business in the world today have avoided China.
If these two people do not come to China, entrepreneurs will not even have the opportunity to thank them!
If there is no ChatGPT, there will be no large-scale arms race in China today, AI companies that were once on the verge of death will not get financing again, and there will be no AI talents that are hard to find under the background of large layoffs of Internet companies, let alone There are AI conferences one after another, as well as fancy big models packaged in exquisite PowerPoint presentations.
85% of the global independent GPU market share is occupied by Nvidia. Without Nvidia, there is no fuel for "alchemy".
Just in the past May, Tesla CEO Musk, JPMorgan Chase CEO Dimon, and Starbucks new CEO Na Sihan almost visited mainland China. In particular, Musk was met by the Chinese Minister of Foreign Affairs, Minister of Industry and Information Technology, Minister of Commerce, and Shanghai Municipal Party Secretary, which is rare.
This kind of move is seen as a powerful response to the "decoupling and broken chain" of the outside world, but it always feels like something is missing.
Musk is synonymous with new energy, new energy is already "completed", and AI is "progressive".
According to the trend report released by Jiaziguangnian Think Tank, 2022 is summarized as one loss and one gain. In the past year, China "gained" new energy, but "lost" artificial intelligence. Now China has become the world's largest new energy vehicle production and consumption market. It is estimated that the annual sales volume will exceed 10 million in 2025. In the future, there is a high probability that it will continue to lead the development of new energy vehicles in the world. After ChatGPT was released at the end of last year, the first reaction of practitioners in the artificial intelligence industry in China was: Why was ChatGPT not born in China? Whether it is the number of highly cited papers or the number of top talents, China lags far behind the United States.
As the core technology of the next-generation industrial revolution, AI has long been the weight of competition among major powers. In October last year, the United States introduced a series of restrictions, including a ban on the sale to China of certain chips made with American equipment. On May 23 this year, the Japanese government officially introduced export control measures for semiconductor manufacturing equipment, and the new regulations will come into effect on July 23. The chip is the carrier of AI. Once it is "stuck", the consequences can be imagined.
In the context of the United States' restrictions on exports to China in the chip field, although the self-media shouted that "Nvidia cannot do without China", they did not wait for Huang Renxun after all.
As for Sam Altam's global tour, it looks like a "political show" at the moment, just look at the list of people who interviewed him:
EU President Ursula von der Leyen, British Prime Minister Sunak, French President Macron, German Chancellor Scholz, Spanish Prime Minister Pedro Sanchez, Japanese Prime Minister Fumio Kishida, South Korean President Yoon Suk-yue, Indian Prime Minister Modi, Polish Prime Minister Molawi Cisky, Israeli President Herzog, UAE Prime Minister Maktoum and so on.
This move is considered to be the beginning of Western political parties' focus on AGI after environmental issues. Well, I hope that's all it is.
Do you think these two people will come to China in the future?