Beijing Will Not Pace the Frontier: China's Speed-First AI Safety Regime - SemiAnalysis
Xi Jinping told the Politburo in April 2025 that AI brings “unprecedented risks and challenges” and ordered systems for technical monitoring, risk ...
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The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
The other driver is access to advanced chips. As we covered extensively in GPU Remote Access and More, renting GPUs to Chinese hyperscalers is at ...