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From a trusted source: [Have been traveling China on leisure for the past two weeks and spent Thanksgiving with an eclectic group including a Chinese VC with a full-stack AI focus. The chip and energy consumption limitations on GPU have really steered focus and investment towards more efficient models, with much discussion around Moonshot AI's Kimi and low training requirements (and at a cost of less than $5M). There are some coherence issues, but they see models improving to the point where edge computing dominates with LLM-capable (client-based) PCs about 12-18 months away. Naturally, this led to a discussion about infrastructure investment and comparisons to all the fiber laid but never lit up in the late 90s/early 2000s. They are seeing investment shift more and more towards vertically-focused agentic solutions.]
One should also check China's progress in photonics:
[The chip war situation has developed not necessarily to America’s advantage. China’s 14th Five-Year Plan $15B quantum push has produced millions of photonic quantum chips that are now solving problems in hospitals and laboratories, but using 10% of the power used by an electronic chip and running 1000x times faster. For the first time, optical quantum computers are industrial-grade products.]
