Victor Wong
👤 SpeakerAppearances Over Time
Podcast Appearances
In terms of AI race, the most important foundations are three things.
Number one, AI chips.
Number two, the electricity or power availability.
Number three, the AI model capability.
And on the model side, it's really hard to monopolize because there's a lot of publications and exchanges academically.
The power side, I think China is having more power available than the US.
So the US really have the advantage in the AI chips, maybe a couple of generations ahead of China.
So that's a strategic interest.
for the United States.
On the other hand, China, they've been investing a lot of money to build their own supply chain.
So what I will see will be two parallel technical systems.
China will develop their own chips and U.S.
and the rest of the world will be another system.
Yes.
Similarly, from the U.S.
side, the reason U.S.
are willing to make a compromise over the rare earth
element is because U.S.
still cannot produce enough rare earth minerals.
Right.