China's AI Sector Growth Amid US Tech Restrictions

China's artificial intelligence sector is poised for growth despite facing US tech restrictions, as stated by Zhou Qi, managing partner of GSR United Capital. The firm manages over 10 billion yuan, approximately 1.4 billion US dollars, and focuses on early-stage investments in advanced manufacturing, AI, and biotech.

Zhou pointed out that while China excels in humanoid robotics and open-source large language models, it still lags behind the US and other advanced economies in areas such as ecosystem, standardization, funding, talent, branding, and AI ethics.

He emphasized the necessity for Chinese firms to enhance their models to foster a better ecosystem, especially in light of US tech decoupling. Zhou noted the lack of a comprehensive ecosystem like the Nvidia-built Compute Unified Device Architecture, which is essential for developers using US tech giants' graphics processing units for applications.

Furthermore, the low participation of international developers and users limits the influence of China's ecosystem in standardization, according to him.