Speakers:
With the release of Kimi K3, Chinese AI models appear to have moved close to the global AI frontier, raising important questions for investors about the future of AI leadership, US tech valuations and China’s growth prospects.
We’d like to invite you to this exclusive briefing, on Friday 31st July, with Capital Economics economists from our China and financial markets teams for a concise online briefing all about the economic and market implications of China’s rapid developments in AI. During this 30-minute session, the team will answer your questions as they address key issues, including:
- What, if anything, stands in the way of China overtaking the US in frontier AI models
- How widely Chinese models are being adopted outside China
- Whether open-weight models give Chinese firms a lasting competitive advantage
- How geopolitics could reshape access to AI models and fragment the global AI ecosystem
- What tougher competition from China means for US labs and hyperscalers and whether US tech valuations can be sustained if US and Chinese firms are in head-to-head competition
- Whether AI will provide a meaningful boost to China’s economy, and through which channels
Start date:
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