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US-China AI Performance Gap Narrows to All-Time Low of 3%
Published 2 weeks, 5 days ago
Description
Bloomberg Intelligence analyzed that the US-China AI performance gap has narrowed to an all-time low of 3%, plunging from 15% earlier this year following the release of DeepSeek V4.1 Flash. China's export controls on indium phosphide have driven up prices of core wafers for optical transceivers by 250%, with the global shortage exceeding 70% and worsening optical interconnect bottlenecks in AI data centers. Produced and provided by lawyer Kyungjin Kim.
Follow on Apple Podcasts:
China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295
Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525