AI power landscape: companies, models, chips

The article focuses on the global competition between the United States and China in the field of artificial intelligence, where countries compete for dominance through control of chips, data centers, cloud computing, and capital. The United States dominates most computing capabilities and platforms, with companies like Nvidia, Google, and Microsoft holding approximately 71% of the world's AI computational power, and Nvidia alone possessing a significant share of processing processors. In contrast, China is building its own ecosystem of models and infrastructure, with companies such as Alibaba and Tencent, even though its computing capacity accounts for about 5% of the global share, compared to over 70% held by American tech giants. Both governments expect to invest billions of dollars into infrastructure and technological development. The competition will involve an entire ecosystem encompassing processors, data centers, and models, rather than focusing on individual models alone.

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