Arms race: how good is Chinese AI?

AI 军备竞赛

Babbage from The Economist

2025-08-13

37 分钟
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单集简介 ...

More than six months on from DeepSeek's breakthrough, how much has China's AI ecosystem evolved? As it turns out, quite a bit. In an extended interview with Alex Hern, The Economist's AI writer, we examine the major players in China, their models and how Chinese AI stacks up against its Western rivals. Now that the White House has lifted restrictions on the export of high-end chips to China, how might the battle for AI supremacy unfold? Alok Jha, The Economist's science and technology editor, speaks with our AI writer Alex Hern. Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.
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  • The Economist.

  • In January, the already fevered world of artificial intelligence

  • was rocked with the arrival of a new frontier model from a hitherto unknown Chinese company.

  • Deepseek.

  • A game-changing move that does not come from Open AI, Google or Meta.

  • Technology shares on Wall Street have fallen sharply in response to the emergence of a low-cost chatbot

  • built by a Chinese artificial intelligence firm.

  • It's called Deepseek, and its biggest advantage, analysts say,

  • is that it can operate at a lower cost than American AI models like Chat GPT.

  • It's already the top download in the Apple Store.

  • Almost overnight, it seemed that America's lead on this critical technology was being challenged.

  • Deepseek's R1 was a reasoning model,

  • as good as the best models built by Meta and not that far behind the big beasts of the American scene,

  • Open AI, Anthropic and Google Deepmind.

  • Plus, R1 was open source, so anyone could download, use, or tweak it as they liked.

  • Six months later, and the continued releases from Chinese labs show that Deepseek was not an aberration.

  • Despite attempts from both Donald Trump and Joe Biden before him to restrict AI development efforts,

  • Chinese firms have kept on producing frontier models.

  • They've done it by coming up with workarounds to US hardware bands

  • and focusing relentlessly on making their models as efficient as possible to build and to operate.