Code Red: Why China Is Well-Positioned to Win the AGI Race

Even with the looming threat of US Tariffs

Image Credit: NightCafe Studio: Link

Why the US LLMs Are Showing Poor Returns For Investment Compared to China

The bottleneck is real: the problem is the lack of data!

GPT 3.5 to GPT-4-Turbo was a quantum leap.

GPT-4.5: hugely enormous computing resources (as evidenced by the massive prices) but not a serious entry in the competition.

Grok 3: 200,000 GPUs in the world’s largest AI cluster — but no quantum leap.

Incremental improvements.

Why?

Get ready to see why Big Tech may have shot itself in the leg with GPU compute and could potentially Trump itself with tariffs!

And why China is not just the winner — they are racing ahead on all fronts.

The Model Is Only As Good As the Data You Give It!

It was never about the compute — beyond a certain point.

Once the entire Internet — copyright, non-copyright, intellectual property, free use, had been consumed: