Sou Hu Cai Jing·2025-11-22 05:45Core Viewpoint - The article discusses the contrasting perspectives on the artificial intelligence (AI) bubble in the United States and China, highlighting that while the U.S. faces skepticism and concerns about an AI bubble, China appears to be focused on practical applications and integration of AI into various sectors, minimizing the bubble discourse. Group 1: AI Bubble Concerns - In the U.S., there is a growing narrative around a serious AI bubble, especially following Nvidia's recent quarterly report which showed significant revenue growth but led to a sharp decline in stock price due to market skepticism about AI's sustainability [1] - Huang Renxun, CEO of Nvidia, expressed frustration that regardless of positive financial reports, the market questions Nvidia's role in the AI bubble, indicating a volatile perception of AI's future in the U.S. [1] Group 2: China's AI Development Model - China's approach to AI differs significantly from the U.S., with a focus on practical applications and collaboration between large internet companies and telecom operators like China Unicom, which actively participate in building AI infrastructure [2] - Chinese AI development emphasizes finding application scenarios and practical use cases from the outset, leading to a more grounded and less speculative environment compared to the U.S. [2][3] - Many AI computing centers in China have achieved a utilization rate of 70%, indicating effective deployment and integration of AI technologies into various industries [2] Group 3: Government and Industry Collaboration - The Chinese government plays a crucial role in promoting AI development by encouraging enterprises to focus on practical applications, which has led to a more comprehensive and integrated AI ecosystem [3] - Events like the recent sports competitions in China demonstrate the necessity of AI for managing large-scale operations, showcasing the immediate relevance and application of AI technologies in real-world scenarios [2]