Bloomberg Intelligence: China's AI large models will lead the world by 2030
Bloomberg Intelligence predicts that by the end of 2030, China will lead in 8 of 17 key industries, including large language models. The report says U.S. models may maintain a slight lead at the frontier, while China's expertise in software optimization puts it in an advantageous position for low-cost AI applications. China currently lags in most AI hardware categories, from chips to optical network components, but will be competitive by 2030.
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The study predicts that by the end of 2030, China will be in a leading position in 8 of 17 key industries, including large language models. Analysts at Bloomberg Intelligence led by Francis Chan said in the report that in other categories crucial to the AI race, Chinese companies are currently mostly behind, but by 2030 they will be competitive, including in producing the hardware needed to run AI, from chips to optical networking components.
Report says China will lead in 8 industries
"By 2030, the United States and China are expected to jointly lead the development of AI technology, and neither country is likely to achieve comprehensive dominance," the report said.
The report noted that U.S. models may maintain a narrow lead at the frontier, while "China's expertise in software optimization puts it in a favorable position for low-cost AI applications." China is likely to narrow the gap in semiconductor technology, but will not achieve full self-sufficiency for the time being.
The Bloomberg Intelligence report predicts that China will become the global leader in all three new energy sectors, including electric vehicles and energy storage, and will hold a globally leading position in biopharmaceutical manufacturing. China has already taken a leading position in humanoid robot production and some areas of the shipbuilding industry, and its research and development spending has also caught up with the United States.