Shawn Kim, head of Morgan Stanley's Asia Technology team, discusses China's strategic approach to establishing its domestic AI capabilities. Despite US semiconductor restrictions, China has focused on efficient AI market deployment, evidenced by initiatives like the DeepSeek R1 launch and numerous AI startups utilizing open-source models. Kim highlights China's advantages: abundant data from its large mobile internet user base, access to substantial energy resources (including nuclear power plants), a wealth of AI talent (47% of the world's top AI researchers), and a comprehensive AI governance framework. He concludes that China is well-positioned to become a global AI leader by 2030, significantly boosting its GDP growth and creating substantial investment opportunities across various market segments.
