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Odd Lots: Grace Shao on How Chinese AI is Different (Podcast) (opens original article in a new tab)

TL;DR

China's AI industry has changed significantly, with companies now able to access some advanced chips and actively developing AI technologies.

  • China's AI industry has evolved since DeepSeek's cheap frontier model impacted US tech stocks
  • Chinese companies are now permitted to purchase some Nvidia H200 chips
  • Big Chinese companies are actively involved in AI development
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