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Bloomberg Intelligence released a forecast predicting that by the end of 2030, China will lead in 8 of 17 key industries, including large language models. The institution also judged that U.S. models may maintain a slight lead at the frontier, while China's expertise in software optimization puts it in a favorable position for low-cost AI applications. The report also mentioned that China currently lags in most AI hardware categories, from chips to optical network components, but will be competitive by 2030, and it believes that China will not achieve complete self-sufficiency in semiconductor technology for the time being. The above forecast was reported by cnBeta and Phoenix Technology on October 28, 2026.
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Oct 28
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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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cnBeta joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
Phoenix Technology
Bloomberg Intelligence: China's AI large models will lead the world by 2030
Bloomberg Intelligence predicts that by 2030, China is expected to lead the world in the field of AI large language models and hold a leading position in 8 of 17 key industries. The report states that U.S. models may maintain a slight lead at the cutting edge, while China's expertise in software optimization puts it in an advantageous position for low-cost AI applications, but it will not achieve complete self-sufficiency in semiconductor technology for the time being.