Billionaire investor Ray Dalio highlights China’s rapid advancement in AI chip development, specifically pointing to DeepSeek’s ambitious plans to compete with NVIDIA by 2025. The article discusses how DeepSeek, a Chinese AI startup, is developing chips that could potentially match NVIDIA’s H100 performance metrics. This development comes amid ongoing US-China tech tensions and export restrictions on advanced semiconductors. DeepSeek’s progress represents China’s growing capability to develop domestic alternatives to Western technology, particularly in the critical AI chip sector. The company has already demonstrated significant achievements, including the release of their large language model that rivals GPT-4’s capabilities. The article emphasizes that while NVIDIA currently dominates the AI chip market with approximately 80% share, Chinese companies are making substantial investments and technological advances to reduce dependency on US technology. Dalio’s observations suggest that China’s technological capabilities are advancing more rapidly than many Western observers realize, potentially reshaping the global AI chip landscape. The development also highlights the broader implications of the US-China tech competition and how export controls might be accelerating China’s domestic innovation. The article concludes by noting that while matching NVIDIA’s performance by 2025 is an ambitious goal, China’s focused investment and development in the AI chip sector demonstrates their serious commitment to achieving technological self-sufficiency.
Source: https://www.businessinsider.com/ray-dalio-deepseek-china-chips-nvidia-2025-1