The AI Arms Race: China's Quest for Supremacy in Generative AI

China's quest for supremacy in generative AI is gaining momentum, with Baidu's Ernie Bot 4.0 and Zhipu AI's GLM-4 emerging as top-performing AI models in the country. But can China bridge the gap with its international counterparts?
The AI Arms Race: China's Quest for Supremacy in Generative AI

The AI Arms Race: China’s Quest for Supremacy in Generative AI

The world of artificial intelligence is witnessing a new era of competition, with China emerging as a significant player in the development of large language models (LLMs). According to a recent assessment by Tsinghua University, Baidu’s Ernie Bot 4.0 and Zhipu AI’s GLM-4 have emerged as the top-performing AI models in China, although still lagging behind their overseas counterparts in overall performance.

Chinese tech giants and start-ups are racing to improve their LLMs

The report highlights the “obvious gaps” in code-writing and operative abilities between domestic and foreign models, emphasizing the need for China to bridge the gap with its international counterparts. The country has witnessed a surge in the development of LLMs, with over 200 models introduced, although OpenAI’s services remain unavailable in the region.

China’s AI landscape is rapidly evolving

The Tsinghua report echoes the sentiments of Alibaba Group Holding co-founder and chairman Joe Tsai, who believes that China is about two years behind US companies in the global AI race. The recent revisions to US export controls have made it harder for China to access advanced AI processors and semiconductor-manufacturing equipment, further widening the gap.

Access to advanced AI processors is crucial for China’s AI development

Despite these challenges, Chinese LLMs have shown promise in Chinese text-language tasks, with Ernie Bot 4.0, GLM-4, and Moonshot AI’s Kimi chatbot ranking high in this category. The “four new AI tigers” of China, including Zhipu AI, Moonshot AI, Baichuan, and MiniMax, are leading the charge in the development of generative AI.

The “four new AI tigers” of China are driving innovation in generative AI

As the AI arms race intensifies, one thing is clear: China is determined to catch up with its international counterparts and assert its dominance in the world of generative AI.

“China is about two years behind US companies in the global AI race.” - Joe Tsai, Alibaba Group Holding co-founder and chairman