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作者提出疑问：为何在开源大模型市场上中国（DeepSeek、Kimi、GLM、MiniMax 等）远远领先于美国，并认为美国公司过度追求股东价值和短期回报，忽视了技术本身的投入，从而导致落后。
The article discusses the US-China tech rivalry, highlighting China's lead in critical technologies and its cost-effective AI models like DeepSeek and Kimi K3, which threaten US dominance in the AI industry.
An opinion that export controls on LLMs between China and the US are ineffective because a single strong open-source model can undermine enforcement, and that countries should focus on accelerating their own progress instead.
Goldman Sachs released a report stating that China's AI data center investment will reach 2 trillion RMB in the next five years, but domestic chips are actually more expensive in terms of computing power cost than imported ones, with a significant gap between Huawei and Nvidia, and the China-US AI computing power battle is just beginning.
An opinion piece discusses the AI race between the U.S. and China, highlighting a debate between prioritizing rapid development versus implementing safety regulations, featuring insights from Ross Douthat and foreign policy expert Kyle Chan.