China's AI rollout diverges sharply from the US, favoring open-source models and broad adoption over high-cost infrastructure. China's top tech firms including Tencent, Baidu and Alibaba will invest less than 10% of the $370 billion that US hyperscalers plan to spend on AI capex this year. This cost-conscious approach aligns with Beijing's AI Plus strategy, aiming to embed AI across all sectors by 2027 to boost productivity.

Who will win the AI race? And are we in a bubble in AI infrastructure spending? Robert Lea, senior tech analyst at Bloomberg Intelligence, joins John to discuss why China's broader economy, rather than its tech companies, may be the main beneficiary of the nation's AI rollout.

China's AI rollout diverges sharply from the US, favoring open-source models and broad adoption over high-cost infrastructure. China's top tech firms including Tencent, Baidu and Alibaba will invest less than 10% of the $370 billion that US hyperscalers plan to spend on AI capex this year. This cost-conscious approach aligns with Beijing's AI Plus strategy, aiming to embed AI across all sectors by 2027 to boost productivity.
Who will win the AI race? And are we in a bubble in AI infrastructure spending? Robert Lea, senior tech analyst at Bloomberg Intelligence, joins John to discuss why China's broader economy, rather than its tech companies, may be the main beneficiary of the nation's AI rollout.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with experts and newsmakers about the big ideas and trends moving money across the region.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with experts and newsmakers about the big ideas and trends moving money across the region.

Asia Centric by Bloomberg Intelligence

China's Pragmatic AI Strategy vs US Spending Surge

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