外媒为何笃定中国AI能笑到最后?电力、开源、实体经济成关键
Sou Hu Cai Jing·2026-01-20 14:41

Group 1 - The core viewpoint of the article emphasizes that the AI competition is a marathon rather than a sprint, with the U.S. currently leading due to its chip advantages, but China is expected to have stronger long-term potential [2] - China's electricity consumption is projected to exceed 10 trillion kilowatt-hours by 2025, which is approximately double that of the U.S., providing a solid foundation for large-scale AI development [2] - The successful launch of the GLM-Image model by Zhipu and Huawei, which topped the global open-source model rankings shortly after its release, indicates China's growing capabilities in AI model development [2][3] Group 2 - The Financial Times highlights that AI must be integrated into the real economy for sustainable development, and China's complete manufacturing system supports the transformation of AI models into practical products [3] - China's AI development is characterized by "independent innovation and collaborative efforts," allowing it to overcome U.S. chip restrictions and develop a self-sufficient ecosystem [5] - The Chinese government has invested heavily in AI industry policies, research and development, and talent cultivation, further supporting the establishment of large-scale data center clusters in energy-rich regions [5] Group 3 - The article concludes that international observers are optimistic about China's AI prospects due to its systematic advantages in energy, technology, and industry, marking a transition from a technology follower to a leader in the open-source domain [7]