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八点最热报 | 这几天，美国总统特朗普几乎都在跟AI大佬打交道。从单独会见Anthropic掌舵人，到昨天把Meta、Nvidia、OpenAI等科技巨头请进白宫，讨论AI安全和未来发展，特朗普不断释放同一个讯号：美国的AI不能慢下来，更万万不能让中国追上……（主播: 萧慧敏）
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00:00Before watching the video, remember to check out trending websites for more content!
00:03In recent days, US President Trump has spent almost all his time dealing with AI experts.
00:08road
00:08From a private meeting with the head of Anthlopic
00:10Yesterday, we invited tech giants like Meta, NVIDIA, and OpenAI to the White House.
00:15palace
00:15Discussion on AI security and future development
00:17Trump is constantly sending the same signal
00:20The US cannot afford to slow down its AI development.
00:22We absolutely must not let China catch up.
00:25Some have suggested that China and the US jointly develop AI.
00:28Trump went even further and said...
00:29I don't believe the US is currently in the lead.
00:31Why should we hand over technologies that we possess but China doesn't?
00:36This conversation relates to why US-China trade talks are possible.
00:39Tariffs are negotiable
00:40Even the risks of AI can be discussed
00:42The most advanced chip
00:44The US's unwavering stance is completely consistent.
00:47So today's Chinese model has
00:49Algorithm has
00:50There is no shortage of talent.
00:51The entire AI race car is almost assembled.
00:54But the most crucial top-tier engine and advanced chip
00:58Still held back by the United States
01:00You can build race cars
01:02You can also practice as a driver
01:03But the most powerful engine
01:05I absolutely will not give it to you.
01:06The US's move precisely targeted China's most difficult weakness in AI.
01:11ring
01:11So the real question in this chip war is...
01:14Why doesn't the US sell a few chips anymore?
01:16But in China, AI racing is precisely lacking the most powerful engine.
01:21The United States dealt it a heavy blow.
01:22It really can knock it to the ground.
01:25Has the US truly grasped the key to China's rise to AI supremacy?
01:30Therefore, understanding this layer will make it clear.
01:32Why can the US and China shake hands while simultaneously building walls in their relationship?
01:36What we can talk about is interests.
01:37It's hard to give up the advantage.
01:41When advanced chips can directly determine the gap in AI between two countries by one or two years...
01:46Leave
01:46Then the United States would no longer be facing a commercial order.
01:50It is a strategic choice.
01:52So, do we prioritize the Chinese market today or the American lead tomorrow?
01:56This is precisely the most brutal aspect of the chip war.
01:59The United States not only wants to be ahead and run fast.
02:01They also tried every means to prevent China from running at the same speed.
02:05So that tiny chip
02:08Ultimately, it became the most important gateway between the two countries.
02:10The United States now holds the key tightly.
02:13But the real question that will determine the outcome of this game is...
02:16How long can the US keep this door locked?
02:23US President Trump today once again laid out his cards on the table regarding the US-China AI competition.
02:27open
02:28He said some people suggested why not simply cooperate with China?
02:31They even formed joint projects to develop AI.
02:35But his answer was very direct.
02:36It's not that American companies aren't interested.
02:39It's not that there's no room for cooperation between China and the US.
02:41Instead, the United States is now in the lead.
02:43Why would you willingly hand over your technical secrets to the only company that might catch up?
02:48Where did they come from in China?
02:49Trump is emphasizing again
02:50The competition he called for super artificial intelligence
02:53In the end, there might not be a second place at all.
02:56There are only winners and losers.
03:22Why should we cooperate when we are leading?
03:25Trump's statement actually reveals quite a bit about America's current AI strategy.
03:30naked
03:30American companies make an extra profit today.
03:32Is it worth trading away the gap between the US and China?
03:36Trump then went on to directly point out...
03:38Once the US and China jointly develop AI
03:41China may soon receive the news that the United States has already gained control of...
03:45The technology that China has not yet mastered
03:47Therefore, the US-China AI competition has reached this point.
03:50What the US is really afraid of is not China's participation in this competition.
03:54Instead, the United States personally filled the final technological gap for China.
04:20So let's look back at the meeting between Trump and Xi Jinping that just ended.
04:24Why can trade be negotiated? Why can tariffs be negotiated? Why can even the risks of AI be negotiated?
04:29But it happened to be the most advanced AI chip
04:32The United States has consistently refused to truly relinquish its grip.
04:35Because tariffs are waived under a condition.
04:38What the chip delivers is a capability.
04:41Tariffs dropped today, you can still stay home tomorrow
04:44However, once the most advanced chips fall into the hands of the other side...
04:47It's not just about completing a transaction.
04:51Liu Zhehan, CEO of the LEED Institute of Technology, pointed out
04:54The chip can be used for research and even reverse engineering.
04:58Some chips can be exchanged back.
05:00But once the technology is in your hands, it's hard to rewind.
05:03Chips are like pots and pans.
05:05What if it's sold?
05:06This ability is then transferred from its hands to yours.
05:10You can also use some methods.
05:12For example, Reverse Engineering
05:14It's that kind of reverse engineering.
05:16Then we'll dissect how it's made.
05:19Moreover, the chips it sells to you are not subject to tariffs.
05:21If it's not fixed today, you can fix it again tomorrow.
05:23This is a very one-way and irreversible process.
05:25And this is the most important thing.
05:27But this is only the first layer.
05:29Why does the US specifically target chips?
05:32Because China is competing with the United States in AI today.
05:34Not everything is lacking.
05:36China has models; China has algorithms.
05:39China also has talent.
05:41If we lay out the entire AI puzzle...
05:43The US is currently best able to contain China.
05:47Key areas where significant gaps still exist
05:50The most advanced AI chip
05:53Let's take a look at what cards the US still has in its hand.
05:56In fact, it could slow down China's overall development.
05:59China has models.
06:01There are algorithms available.
06:02We have the talent we need.
06:03These are all things China can do.
06:05Moreover, we can see in the AI model
06:07Chinese film and television works with deep image models
06:11They are all leading countries in the world.
06:14Because there is just so much material in China.
06:17Therefore, the only currently most advanced chip manufacturing method...
06:23The Chinese have not yet been able to catch up.
06:25This is what I mentioned before.
06:26This is the biggest bottleneck China is currently facing.
06:29If we compare AI to a race car
06:31The model is the car body
06:33Data is fuel
06:34The talent is the driver
06:35Advanced chips are the engine
06:37There is no strongest engine
06:39This does not mean that China's AI cannot run.
06:41The real problem is
06:42Can it catch up with the United States as quickly as possible?
06:46This also explains why
06:48Even if selling advanced chips can make American companies money
06:52The United States may not agree.
06:54Because of great power competition
06:56It's not just about whether I made money or not.
06:58Rather, it's whether you earn more than me.
07:00For example, Lin Fuyan, a professor in the Department of Economics at the university, pointed out
07:03This is the relative gain in international politics.
07:07International Politics: They have a...
07:09relative returns
07:12That is to say, although you are in trade
07:14It's a win-win situation.
07:15But what about its win-win situation?
07:17It's not necessarily because they're poor.
07:18It could mean that it is biased towards one country.
07:20Or another country
07:22So what about that AI?
07:23It is more biased towards China.
07:25China's interests are relatively higher.
07:28The US is relatively low
07:29This kind of win-win situation?
07:30The United States cannot accept this either.
07:31Because it is afraid
07:33If this relative interest continues to favor China
07:36What happened next?
07:37Because its army will also be strong.
07:39Then the command of the entire international power will change.
07:43This is actually one of the key aspects of Sino-US relations.
07:46And AI chips have an even more sensitive identity.
07:49It can enter the company
07:51They can also enter the battlefield.
07:53The same computing power can be used to train business models
07:55robot
07:56Scientific research system
07:57It can also be used in intelligence and military applications.
08:00Therefore, what ordinary trade disputes are
08:02How much money did this deal make?
08:04Advanced chips are in competition
08:06But it might be ten years later.
08:08Who has the greater strength?
08:10But a technology that spans both commercial and military sectors
08:13Chip negotiations are no longer just a trade bill.
08:17And began to engage with the redistribution of international power.
08:41Therefore, Professor Chung Chee Keong of the Department of Economics at Universiti Tunku Abdul Rahman pointed out...
08:45Trump's hardline stance on semiconductors should not be viewed solely in terms of his personal choices.
08:50From Trump's first term as Biden to Trump's return to power
08:54Specific methods can be changed.
08:56However, the US strategy of restricting China's access to the most sensitive advanced technologies...
09:01The line persists
09:02The reasons are quite realistic.
09:04The United States does not need to stop China from producing everything.
09:07What truly worries Washington is something else entirely.
09:11That is the core technology that can change the future national strength.
09:14The United States can accept a potentially wealthy China.
09:17China can produce any kind of industry.
09:20Shoes, clothes, and toys like before are fine.
09:24However, in the core technologies that determine a nation's future strength...
09:29The United States will absolutely not allow China to gain dominance in AI or chip technology.
09:34It can be comparable to or even surpass the United States.
09:36Therefore, the United States previously referred to his so-called sensitive technologies
09:40Separate dealings with China from non-sensitive technologies
09:44Trial
09:44That's why he doesn't sell advanced equipment.
09:48Or technology to China
09:49It's just a regular trade issue.
09:51Or a transaction in one aspect.
09:53For the United States
09:58Tariffs can be refunded, and trade can be negotiated.
10:00Why can't chips make...
10:02Because what the US is truly afraid of is never China making money.
10:05Rather, they were afraid that China would catch up too quickly.
10:07Especially since Trump himself admitted
10:09The US was originally far ahead in AI
10:11We are probably only one to one and a half years ahead of China now.
10:13That's hardly a safe distance to be complacent about.
10:16It's more like a moat that's being constantly devoured.
10:20Sell one more state-of-the-art chip today
10:22American companies are making a profit.
10:24But China gets an extra bit of computing power.
10:27What you might get in return is a stronger model.
10:29Faster AI
10:30Even closer to the national strength of the United States
10:32This is the real reason why the US is so determined to protect its chip industry.
10:36Losing a little on tariffs means you can win in the next round.
10:38Earning less in trade can be done later.
10:41But AI is number one
10:43Once China catches up
10:44Is it possible to get it back?
10:46Therefore, the United States is not afraid of a country that can make money.
10:48China that can produce
10:49What really made it nervous was a
10:51One day even the most core technology
10:53China, which is capable of standing shoulder to shoulder with the United States
10:56Zero only has one and a half years left
10:58What the US has now held onto
10:59It's not just a chip.
11:00Instead, they are still standing ahead of China.
11:03That last stretch of distance