Alex Atala predicts China will develop competitive AI chips within approximately six months.
“I don't think we will have that compute advantage for long. I think you see Deepsea and ByteDance both aggressively pursuing their own chips now. The export controls mean that they have to. And this is like the number one problem for Xi Jinping in his race to win the AI war. If they build a bridge in four weeks, I think they'll manage a chip in six months.”
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Our resolution criterion
disputableDeepSeek or ByteDance releases a domestically-produced AI chip competitive with current offerings within 6 months
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