Comment by KennyBlanken

Everything in the western world isn't focused on LLM. The top western players are heavily focused on AGI.

Meanwhile the Chinese are using LLMs and other non-AGI AI tech at the edge wherever they think to put it for task-specific productivity or optimization. They don't really care about AGI, or more accurately: they're working on getting their society more efficient and decarbonized, and then they'll be free to work on AGI with far fewer resources.

OpenAI, Anthropic, et al are working toward someday having AGI, and if they ever do, when they do, the Chinese will be hopelessly far ahead of us on energy, manufacturing, logistics (especially low/zero carbon transport of goods and people) and so on.

Once the Chinese figure out how to train an AI for ULEV lithography, especially once they figure out how to train it for semiconductor design or validation - it's game over for the semiconductor industry, and the big AI players will follow, because they won't possibly be able to compete against a Chinese version of NVIDIA with TSMC-like capabilities, or Chinese AI companies running on those much cheaper chips, with cheap, zero carbon power.