Elon Musk, Tesla’s ceo, predicted on September 23 that China would close its gap in artificial intelligence computing capabilities within two to three years, citing advances in domestic lithography and chip manufacturing. The Tesla chief described Chinese AI large models as generally outstanding, emphasizing their superior performance per unit of compute. Since 2022-2023, US export controls have restricted China’s access to advanced semiconductors. Chinese companies like Huawei and SMIC are intensifying their efforts in domestic lithography. Musk also advocated for greater collaboration between the US and China on AI safety regulation.
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