“若美中AI竞赛是场橄榄球赛，目前比分24比18”

Core Viewpoint - The competition between China and the United States in the field of artificial intelligence (AI) is likened to a football game, with the U.S. currently leading 24 to 18 at halftime, but China is gaining momentum [1][3]. Group 1: Game Analogy - The Wall Street Journal uses a football game analogy to explain the AI competition, emphasizing that both sides can claim victory and the stakes are economic and military leadership rather than a trophy [3]. - The U.S. scored points through various advancements, including ChatGPT and Nvidia's contributions, while China made significant gains with DeepSeek and Huawei [4][5]. Group 2: Expert Opinions on Score - Different analysts provide varying perspectives on the score, with Chris Miller suggesting a 24 to 12 lead for the U.S., citing the U.S.'s ability to monetize AI compared to China [6]. - Deepika Giri offers a closer score of 21 to 19, highlighting China's rapid rise through innovations like DeepSeek [6]. - Other analysts, including Tarun Chhabra and Saif Khan, provide scores of 21 to 14 and 24 to 17 respectively, emphasizing the U.S.'s advantages in models and supply chains while acknowledging China's potential [6]. Group 3: Key Factors in Competition - The article identifies chips and chatbots as critical components of the AI competition, with chips likened to quarterbacks and chatbots to receivers [7][8]. - Trump's recent decision to allow Nvidia to sell older chips to China is seen as a strategic move that could impact the competitive landscape [7][8]. - Nvidia's H200 chip, although older, is still considered superior to many Chinese alternatives, potentially narrowing the U.S.'s computational advantage [8][9]. Group 4: Chatbot Developments - Chatbots are highlighted as crucial for achieving breakthroughs in AI, with U.S. companies currently dominating the leaderboard for top models [11]. - Chinese companies, including Alibaba and DeepSeek, are also making significant strides, with DeepSeek's recent achievements showcasing their competitive capabilities despite hardware limitations [11][12]. - The article raises questions about the future competitiveness of Chinese companies if they gain access to better hardware [12][13].