Turkey has just spoken out about the concern of being surpassed by China in the AI field, but almost at the same time, Chinese AI is accelerating again. What to do?
On November 18, Trump posted on his social platform, directly pointing out that the regulation of AI in the United States is too chaotic and needs to quickly establish a unified federal standard, otherwise China will leave the US behind in the AI race. He specifically mentioned that each state has its own set of rules, and the treatment of the same AI model may be completely different between California and Texas, which is not conducive to enterprises' efforts. Trump has always been straightforward, he thinks that if this continues, the US AI industry will suffer losses. The background is that this year, the US 50 states and territories have introduced more than 260 AI-related bills, 22 of which have been implemented, and another 50 are waiting in line. This situation is really a mess. After Trump took office, he abolished Biden's AI executive order, thinking it was too strict and hindered innovation. Now he wants to push for a federal unified management to avoid the state from setting up layers of barriers.
It didn't take long after this statement came out, Ant Group in China launched a bombshell, launching the full-modal general AI assistant "Ling Guang" on the morning of November 18th, with three main functions: conversation, flash application, and open eye. What is a flash application? Users can say "help me make a fitness calorie calculator", and within 30 seconds, an editable interactive tool can be generated, and even 3D models, animated charts, etc., can be output, covering all modalities. The download data is dazzling: over 200,000 on the first day, over 500,000 in two days, and over 1 million within four days. This speed tramples the 606,000 of ChatGPT's first week and the five-day million record of Sora2. App Store's free chart ranked sixth in China, first in the tools chart, and the popularity is rising sharply. He Zhengyu, CTO of Ant, said that this product was initiated in March, and the team integrated R&D engineering products, aiming for universal accessibility, allowing ordinary people to also create AI tools. The global AI circle exploded, and Singapore KOLs said that this lowered the development threshold and revolutionized users' perception of AI.
American economy has relied on AI for the past few years, and Jason Furman of Harvard presented data: In the first half of 2025, investment in information equipment and software accounted for only 4% of GDP, yet contributed 92% of growth. Overall GDP increased by 1.6%, and after excluding data centers and AI, it was only 0.1%, basically stalling. Furman frankly said that without the prosperity of AI, the US would have already declined. Peterson Institute for International Economics also predicted that GDP would grow by 0.1% in the fourth quarter, and the probability of recession in the next 12 months is 40%. Consumption? Since last year, actual consumption has been zero growth, relying entirely on inflation. As a major consumer country, wages cannot keep up with prices, family income is shrinking, retail and service industries are weak, and companies are starting to clear inventory. Manufacturing and real estate are even worse, basically negative growth. Renaissance Macro Research Company estimated in August that AI data center investment contribution even exceeded consumer spending, a first in history.
In military terms, AI can develop autonomous drones and predictive analysis, enhancing combat capabilities. Economically, without AI, the US would truly be unable to withstand. In Silicon Valley, power shortages have become a big problem, and data centers built are competing for grid resources. NVIDIA CEO Huang Renxun has repeatedly called for help from the government, saying that the US AI will lose to China. Trump's team debated in the White House war room for a long time, and after calculating, they found that blocking the Chinese market would actually hurt themselves. Last year, NVIDIA's China business revenue was 17.1 billion dollars, accounting for 13% of total revenue. After banning H20, the impairment was 5.5 billion dollars, making Huang Renxun anxious, repeatedly lobbying the White House. The result? On November 21, Reuters reported that the Trump administration is considering approving H200 exports to China. This chip has twice the performance of H20, larger memory, and faster data processing. The Department of Commerce is reviewing it, but no decision has been made yet, and the White House said it is committed to technological leadership and national security.
Completely blockading, NVIDIA would lose the Chinese market, profits would decline, and R&D would fall behind. China, on the other hand, would be forced to self-research, and Huawei Ascend's iterations would be faster. Earlier blockades stimulated local breakthroughs. Huang Renxun himself said that China can now produce millions of AI chips, no longer relying entirely on American goods. Allowing H200 would, in the long run, stabilize the cash flow of American companies and delay China's domestic chip catching up. Trump's move, on the surface, is a concession, but actually a balance of economic life-saving measures. Silicon Valley companies started to turn against, using Chinese models because they are cheaper. Trump doesn't have time for anything else, he must grasp this AI thread, otherwise the economy will collapse in an instant.
Turkey pushed for the AI action plan, signed three executive orders in July, simplified the approval process for data centers, and broke ground in the desert areas of Texas. The plan loosened environmental permits, used federal land to accelerate construction, exported AI technology stacks to the EU, and promised 4 billion in chip purchases in exchange for market access. Congress passed a supplementary bill, investing 1 billion in federal funds. At the Silicon Valley Summit, he waved his fist and announced that AI would add 500,000 jobs. But China's applications are exported to Southeast Asia, and Ant's Singapore office celebrated a million users. During Trump's term, he reiterated the dominance of technology, and at an Ohio rally, he declared that the US AI is number one. Economic data shows that AI drives employment, but China leads in cost control.
This situation, the US is anxious, while China is steadily advancing. Trump's concession of H200 is a short-term solution, but in the long run, it depends on self-research. China's acceleration proves that practical work yields results. In this AI wave, cooperation is more important than confrontation, and that is the right path.
Original: www.toutiao.com/article/1849735931895872/
Statement: The article represents the personal views of the author.