[audio] The U.S. Builds the Best AI Models, China Bets on Real-World AI

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The U.S. Builds the Best AI Models, China Bets on Real-World AI

① U.S. AI Scaling and China’s AI Diffusion Strategy

The U.S. AI strategy is best understood as a private-sector scaling model led by big tech and frontier AI companies investing heavily in data centers and advanced model development. China, by contrast, is pursuing a state-led industrial transformation model through its AI+ strategy, spreading AI across manufacturing, consumption, logistics, healthcare, education, and public services. The United States has strengths in model performance, cloud infrastructure, capital markets, and semiconductor access, but it faces growing pressure from investment payback questions and national-security regulation. China has advantages in manufacturing depth, robotics, electric vehicles, and electronics ecosystems, but weak domestic demand and property-sector problems remain major constraints. Ultimately, the AI race is not only about who builds the most powerful model, but also about who can deploy AI more effectively across the real economy.

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