专访彭博行业研究高级中国科技分析师：AI的“基建红利”与务实路径

Core Insights - The global AI competition's outcome may depend more on stable power grids and robust industrial foundations than on algorithmic parameters [1] - China's advanced infrastructure is an underestimated advantage in the AI race, with its vast domestic market providing unique strategic benefits [1][2] Group 1: China's AI Development Strategy - China is adopting a "pragmatic" approach to AI development, embedding technology deeply into its large industrial system and leveraging a vast user base for data resources [2][5] - The "AI+" initiative aims to enhance productivity across various sectors, focusing on practical applications rather than immediate financial returns [3][4] - China's emphasis on cost-effectiveness and resource efficiency contrasts with the U.S. approach, which often prioritizes closed systems and high capital expenditures [4][6] Group 2: Infrastructure and Energy - China has made significant investments in power infrastructure, positioning itself as a leader in renewable energy, which is crucial for AI development [6] - The aging infrastructure in many Western countries, particularly the U.S., presents a stark contrast to China's proactive investments, creating a strategic advantage for China in the AI sector [6] Group 3: Global Market Dynamics - Evidence of market bifurcation is emerging, with geopolitical factors likely leading to a division where U.S. AI models dominate Western markets while China capitalizes on opportunities in emerging markets [7][8] - China's open-source model, combined with competitive pricing strategies, is expected to facilitate technology penetration in new markets, potentially establishing a de facto standard in the long run [8]