Foreign Media: Asia's supply chain advantages may help it surpass the U.S. in the AI race. A senior managing partner at investment firm Granite Asia stated that as AI development shifts from language models to applications in the physical world, Asia's deep accumulation in manufacturing, supply chains, and engineering capabilities will become a critical advantage.
He pointed out that the comprehensive industrial ecosystem encompassing mainland China, Japan, South Korea, and Southeast Asia enables rapid iteration and large-scale deployment of AI hardware, particularly in robotics and industrial automation.
Investment trends are also shifting, with capital moving from pure model companies toward application-layer enterprises that generate real-world use cases and revenue. Asia's strong supply chain integration makes it more competitive in the "embodied AI" era.
Original Article: toutiao.com/article/1862905707127816/
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