Yin He Zheng Quan·2025-08-01 10:37Group 1: US AI Action Plan - The US AI Action Plan aims to establish global leadership in AI, focusing on "innovation-driven" and "deregulation" strategies to enhance market vitality and reduce development barriers[5] - Key policies include accelerating AI innovation, building AI infrastructure, and leading global AI order, with over 90 specific administrative orders outlined[6] - The plan emphasizes the importance of ensuring American workers benefit from AI advancements, creating high-paying jobs through infrastructure development[5] Group 2: Risks and Challenges for China - The US views China as its strongest competitor in AI, leading to risks such as deepening technology blockades and increased supply chain vulnerabilities, particularly in AI chip markets where Nvidia holds a 66% market share in China[9] - China's AI development may face fragmentation in industry standards and open-source barriers as the US promotes a "full-stack AI package" to expand its technological influence globally[13] - The US's focus on AI infrastructure and energy competition may create a technological gap between the US and China, impacting China's AI capabilities[16] Group 3: Global AI Governance and Cooperation - China has proposed the "Global AI Governance Action Plan," advocating for an inclusive and sustainable global AI governance system, emphasizing cooperation among developing countries[19] - The plan includes 13 key tasks, such as technology innovation and data governance, aiming to establish a unified international rule-making framework[20] - Local policies in China are accelerating the development of regional data industry systems, with Jiangxi province targeting a 20% annual growth in data markets by 2027[21] Group 4: AI Infrastructure Investments - Major US companies, including Google and Meta, are investing significantly in AI infrastructure, with Google planning to invest $25 billion in data centers and AI facilities across 13 states[33] - Trump's administration announced a $90 billion investment plan for AI and energy infrastructure, focusing on new data centers and power generation facilities[31] - The National Science Foundation (NSF) is collaborating with Voltage Park to provide 1 million hours of high-end GPU cloud computing resources for AI research[35]