A Coming "Tidal Wave" of Chinese AI Chips? How a Chinese AI Stack Might Compete Globally with the US

Could China break America's dominance in AI chips sooner than expected? What happens when China can produce enough AI chips to meet its own needs—and start exporting them around the world?

In this episode, I speak with Ryan Fedasiuk and Satvik Pendyala of the American Enterprise Institute (AEI), authors of the new report "Voltcraft: Industrial Competition in the Age of AI." We talk about China's push for AI chip self-sufficiency, the global competition over AI infrastructure, and the risks and opportunities of Chinese open-source AI models.

We discuss:

- Could China meet most of its domestic AI chip demand by 2028?

- How is China overcoming bottlenecks in advanced chipmaking, memory, and packaging?

- What happens when China starts exporting AI chips and competing with the US AI tech stack globally?

- Will greater compute capacity help Chinese AI labs catch up with the US frontier?

- Will Beijing continue releasing powerful open-source AI models as security risks grow?

- What are the risks and benefits of American companies building on Chinese open-source AI models?

Links:

- Voltcraft: Industrial Competition in the Age of AI (Ryan Fedasiuk and Satvik Pendyala): https://www.aei.org/research-products/working-paper/voltcraft-industrial-competition-in-the-age-of-ai-aei/

- How to Win Friends and Export AI (Ryan Fedasiuk and Satvik Pendyala): https://pacforum.org/publications/the-pilot-73-how-to-win-friends-and-export-ai/

- The Lithography Loophole: How China Is Printing Its Way to Chip Self-Sufficiency (Ryan Fedasiuk and Julia Torres): https://ctse.aei.org/the-lithography-loophole-how-china-is-printing-its-way-to-chip-self-sufficiency/

- Code Red: Is the Future of American AI Being Built in Beijing? (Ryan Fedasiuk): https://www.aei.org/foreign-and-defense-policy/code-red-is-the-future-of-american-ai-being-built-in-beijing/

Follow:- Ryan Fedasiuk on X: https://x.com/RyanFedasiuk

- Satvik Pendyala on X: https://x.com/Satvik_Pen

- Ryan's newsletter, Choosing Victory: https://www.choosingvictory.com/

For transcripts and more information, check out the High Capacity newsletter: https://www.highcapacity.org/

Follow host Kyle Chan on X: https://x.com/kyleichan