The future of AI lies between an open door and a closed door.
Andrew Ng and Yann LeCun on the AI Race Between the US and China Recently, two of the most influential figures in the AI field, Andrew Ng and Yann LeCun, exchanged intriguing views. Their conversation, held on Facebook, went beyond a simple exchange of personal opinions and offered crucial hints about the future direction of the AI technology race. The reason the conversation between the two men garnered so much attention is clear: it offered a concrete and candid analysis of the strategies the two giants, the United States and China, should pursue in the AI field . 🇨🇳 China aims to lead AI with open source Professor Andrew Ng recently made this claim in Deeplearning.ai's newsletter, The Batch: "There's a clear path for China to surpass the United States in AI. While the United States currently holds the lead, China is gaining tremendous momentum through its open-source ecosystem and aggressive semiconductor design and manufacturing strategy." Andrew Ng pointed out that the closed approach taken by major US AI companies in recent model development processes has resulted in slow knowledge circulation and high costs . Indeed, recent AI leaderboards like LMArena and Artificial Analysis show that the top closed models are still dominated by US companies like Google (Gemini 2.5 Pro), OpenAI (o4), and Antropic (Claude 4 Opus). However, the top open models are mostly Chinese-developed, such as the DeepSeek R1, Kimi K2, Qwen3 series, and Zhipu's GLM 4.5. In other words, while the United States is still ahead in terms of model performance itself, China is in hot pursuit with a strategy of rapidly circulating technology and knowledge. 🇺🇸 Yann LeCun agrees: "The speed of AI development = the speed of knowledge diffusion." Yann LeCun, Chief AI Scientist at Meta, added his thoughts via a Facebook share: "I completely agree with Andrew. As I emphasized in my Senate testimony, the pace of scientific and technological progress depends on the speed with which information circulates. The remarkable progress in AI over the past 15 years has been due to the open-source nature of papers and code. More recently, with the secrecy of Google, Antropic, and the increasingly closed OpenAI, despite its name, the pace of AI progress has already begun to slow." LeCun's remarks emphasize the importance of open knowledge sharing in the AI ecosystem, drawing on historical experience. In other words, he made it clear that a slowdown in the speed of information circulation will inevitably lead to a slowdown in the pace of technological innovation. ⚙️ Semiconductors and supply chains, another key frontier Professor Andrew Ng emphasized that China is catching up not only in AI models but also in the hardware competition. Huawei recently unveiled the CloudMatrix 384, a GPU capable of competing with NVIDIA's GB200. This architecture achieves performance by integrating significantly more low-performance chips (384 instead of 72) than the latest high-performance GPUs from the US. China has already rapidly overtaken Europe and the US in the traditional automotive industry by leveraging the emerging field of electric vehicles. Huawei's semiconductor strategy can also be described as embracing this "quantity overwhelms quality" approach. Meanwhile, the US still relies on Taiwan's TSMC for its semiconductor supply chain. Concerns have been raised that if China strengthens its own semiconductor production capacity and the US remains dependent on external sources, the entire US AI strategy could be threatened. A recent column in China's leading state-run media outlet, the People's Daily, reads as follows: Nvidia, how can I trust you? https://www.stcn.com/article/detail/2895954.html They strongly criticized the security issues surrounding Nvidia's H20 chip. They warned that if the chip contained a "backdoor," it could pose a serious threat to essential infrastructure such as automobiles, telemedicine, and payments. Nvidia denied the existence of any backdoors, but they pointed out that it would be difficult to restore market trust without specific security verification at the level required by the Chinese government. They emphasized that respect for the law and security compliance are prerequisites for foreign companies to remain in the Chinese market. They urged CEO Jensen Huang to demonstrate his commitment to "upholding the law" through action. It would be good to read it together. (Of course, I read it using a translator. I don't speak Chinese.) 🚨 Choosing a 'closed door' ultimately slows down innovation. The key points emphasized by the two experts are as follows: AI innovation happens most quickly when knowledge and technology are freely shared.
- Haebom
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