Because we operate at the intersection of AI, national security, and cyber, I often get asked the question, "Are we winning the AI race with China?"My answer is still yes.At the highest level, we have the best chip technology, the best models and, more importantly, we have the best economic system and the talent to continue to win.But at a deeper level, we still have to agree on what winning looks like.
Fundamentally, is it building the best technology, or is it building the technology that becomes ubiquitous?CRUZ SAYS WINNING AI RACE AGAINST CHINA IS 'SINGLE MOST IMPORTANT ECONOMIC QUESTION' FOR AMERICAThe tech world is littered with examples of superior technologies that lost to inferior ones that took over the market and became the standard.Decades ago, when the stakes were much lower, VHS beat Betamax.
More recently, and much more relevant to our national security, Huawei beat its Western Hemisphere competitors to become the global leader in telecommunications gear.This handed China a major opportunity to gather information, intelligence, and leverage around the world.So, the more complete answer on the race with China is that it is a race for global adoption, not just for technology superiority.
When the dust settles and the picture becomes clearer, what will matter most is whose technology has become the global standard.Which AI stacks are people around the world using to become informed, to automate, to increase productivity, to analyze, and decide?BEYOND KILLER ROBOTS: CHINA'S REAL AI THREAT TO AMERICA IS ALREADY HERE, EXPERTS WARNWithin the global AI adoption race, the contest is complex and better described as a triathlon, with all three legs being run simultaneously.The first leg is the innovation race, where America is well ahead.
Experts estimate we have at least a two-year lead on chips thanks to our fundamental advantage in lithography and incredible advances by Nvidia, its Taiwanese partner TSMC, and many others.And on the models themselves, whi...