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Scale AI CEO says China has quickly caught the U.S. with the DeepSeek open-source model
NVDANvidia(NVDA) CNBC·2025-01-23 15:38

AI Market and Competition - The AI sector is projected to reach a trillion dollars in revenue within a decade, with generative AI playing a significant role [1] - The AI race between the US and China is intensifying, with China reportedly having a significant number of Nvidia H100 GPUs despite US export controls [1] - DeepSeek, a leading Chinese AI lab, has released advanced AI models that are on par with the best American models, including OpenAI's o1 model [2] - The US is expected to require substantial computational capacity and infrastructure to support the AI boom, with significant investments planned [3] AI Development and AGI - Artificial General Intelligence (AGI) is expected to be achieved within two to four years, with varying opinions on its feasibility [4] - AGI is defined as AI systems capable of using computers like humans, performing tasks with high capability [4] - Anthropic, an AI startup, has developed AI agents that can use computers like humans, completing complex tasks with tens or even hundreds of steps [4][5] - OpenAI is reportedly planning to introduce a similar feature to Anthropic's Computer Use capability [5] AI Startups and Strengths - The AI space is becoming increasingly competitive, with each model having its own strengths [6] - OpenAI's models excel in reasoning, while Anthropic's models are strong in coding [5]