ChinAI Newsletter | Revenue & Trends

The hottest Substack posts of ChinAI Newsletter

And their main takeaways

The rapid advance of AI has led to a surge in building intelligent computing centers.
High idling rates in new intelligent computing centers are a major issue due to high operating costs.
The resolution of the idling problem depends on developing effective large-model applications.

China's chip imports dropped for the first time in consecutive years due to geopolitical factors and increased demand in emerging industries like 5G and AI.
China has been focusing on localizing chip production to reduce the trade deficit, with the self-sufficiency rate increasing from 16.6% in 2020 to 23.3% in 2023.
In the past ten years, China's chip industry experienced significant growth, with chip imports and exports doubling in quantity and value.

One of the biggest storylines in 2023 was the grim employment outlook for China’s 11.5 million college graduates.
There was interesting variation between Chinese and international large language models when summing up China’s 2023.
Different large language models had varied perspectives on the hot internet events of 2023 in China.

National Data Administration in China started coordinating data infrastructure construction in 2023.
China took significant actions in internet governance, such as fines on financial platforms and AI-generated content regulations.
Important events included new regulations on cyberviolence management and the first AI text-to-image infringement case in China.

The report highlights security assessments for LLMs, such as prompt injection attacks and adversarial examples.
Tencent developed a platform to evaluate large model security, focusing on automated attack sample generation and risk analysis.
The concept of 'Blue Army' drills is discussed as a method to test the effectiveness of large models like Hunyuan.

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