So says Joe Tsai, co-founder and Chairman of Alibaba, which is at the leading edge of China AI usage
’ Tsai pointed out that China’s tech companies are “possibly two years behind” the top AI firms in the US. He said US export restrictions that bar Chinese companies’ access to advanced semiconductors, such as the highly sought-after graphics processing units (GPUs) from Nvidia, have “definitely affected” tech firms on the mainland, including Alibaba.’
“We’ve actually publicly communicated [that] it did affect our cloud business and our ability to offer high-end computing services to our customers,” he said. “So it is an issue in the short run, and probably the medium run.”