Tatia Bolkvadze

And perhaps this will be the next stage of AI competition between the US and China.

Yeah, absolutely.

I think that could be one use case for governments when it comes to world models.

It's also important to note that autonomous vehicles are powered by a type of world model.

So China has a huge advantage in that domain already.

I mean, China's EVs and autonomous vehicles have been vastly successful worldwide.

So I think it is expected that given the fact that world models generally align well with China's industrial development model and larger vision of AI and

there's going to be a pretty significant state support directed to this domain in the coming years.

Right.

Washington's policy has been somewhat inconsistent, I would say, over the past few years.

Under the Biden administration, we had the AI diffusion rule, which the Trump administration rescinded.

So we saw the Trump administration allowing the shipment of H200 chips to China made by NVIDIA with the caveat that NVIDIA has to enter into a revenue sharing agreement.

So perhaps this is a new model, new approach as to where Washington is going to go next.

sort of more targeted relaxation of export restrictions, which give China some access to US technology.

And perhaps Washington thinks that this is a way to keep China addicted to US hardware and US software.

Thank you for inviting me.