金融大家评 | 苗圩:牢牢掌握人工智能发展和治理主动权
清华金融评论·2026-03-11 01:46

Core Viewpoint - The article emphasizes the importance of artificial intelligence (AI) as a strategic technology driving a new round of technological revolution and industrial transformation in China, highlighting the need for independent innovation while fostering international cooperation [2][3]. Group 1: AI Development Achievements - China's AI development has made significant strides, with the country and the US being global leaders. China excels in large-scale applications, while both countries have distinct development paths [3]. - The open-source approach in algorithm models has positioned China at the forefront, enabling collaboration and reducing barriers for small enterprises and individuals to develop AI tools [4]. Group 2: Hardware and Infrastructure - China has achieved substantial advancements in computing power hardware, with domestic chip products like Huawei's Ascend and Cambricon's products alleviating reliance on foreign high-end chips [5]. - By 2025, China's intelligent computing power is projected to exceed 1590 exaFLOPS, supported by a nationwide integrated computing network [5]. Group 3: Supporting Elements - China is set to have the world's largest internet user base of 1.125 billion by 2025, with data production expected to reach 41.06 zettabytes, accounting for 26.67% of global data [6]. - The country leads in renewable energy production, with wind and solar power installations projected to exceed 430 million kilowatts by 2025, providing a sustainable energy supply for AI development [6]. Group 4: Innovation Mechanisms - A strong integration of education, technology, and talent cultivation is crucial for AI development, with over 5 million graduates in STEM fields annually [7]. - Collaborative initiatives between academia and industry are fostering high-quality engineering talent, enhancing the transition from research to market applications [7]. Group 5: Financial and Investment Framework - The article highlights the need for a new investment and financing system tailored to the unique demands of AI development, contrasting the capital expenditure of US tech giants with that of Chinese firms [13]. - Encouraging the establishment of specialized funds and improving capital market conditions for AI companies are essential for fostering innovation [13]. Group 6: Governance and Risk Management - The article stresses the importance of establishing a robust governance framework for AI to address potential risks and ensure safety and reliability [14][19]. - A sandbox regulatory model is proposed to allow for the testing of new AI products in a controlled environment, promoting innovation while managing risks [18]. Group 7: Employment and Ethical Considerations - The impact of AI on employment is discussed, noting that while some jobs may be replaced, new roles will emerge, necessitating investment in workforce training [15]. - The establishment of legal and ethical frameworks is essential for guiding AI development and addressing issues such as discrimination and data privacy [16].

金融大家评 | 苗圩:牢牢掌握人工智能发展和治理主动权 - Reportify