Xu Bing, co-founder of SenseTime, pointed out at a recent UBS Asia investment conference in Hong Kong that while there is a significant gap between Asia and the United States in terms of AI computing power, China's local AI chipmakers are rapidly closing the gap. He stressed that although China's AI sector faces challenges such as comprehensive sanctions from the United States, especially SenseTime's inclusion in the U.S. investment blacklist, and restrictions on the import of Nvidia's advanced AI accelerator, China has a rich talent pool and huge data resources to make up for this shortcoming.
In an interview with Bloomberg's David Ingalls, Xu Bing said: "Asia as a whole has a 10-fold gap in computing resources compared to the US leader. But I'm a firm believer that there's no shortage of talent and data in the Asian market. He further pointed out that China's domestic chips are developing rapidly, and SenseTime is actively working with local semiconductor companies to enhance their computing power.
Figure: Sensetime company(source: Reuters)
Xu Bing did not specify the name of the partner company, but mentioned that Huawei has become a leader in China's chip technology development, successfully bypassing U.S. restrictions and independently developing advanced smartphone processors. Regarding the gap between China and the United States in the field of artificial intelligence, Xu Bing said that although it is not yet possible to accurately estimate the specific number of years that China lags behind the United States, China's disadvantage in computing power will not be permanent. "Computing is a commodity, and in the long run, computing will not be a gap between us," he stressed. ”
In addition to Huawei, there are other Chinese companies that have excelled in the field of artificial intelligence chips, such as Moore Xinwen Intelligent Technology Co., Ltd. In March, Chinese Premier Li Qiang met with the CEO of Moore Xinwen and visited China's top AI and chip manufacturing companies, including AI developer Baidu and chip manufacturing equipment maker NAURA Technology Group, further demonstrating the Chinese government's importance and support for this area.
The catch-up trend of Chinese chipmakers in the field of artificial intelligence is also becoming more and more obvious. On May 21, SuperCLUE, an authoritative large-scale model evaluation agency in China, officially released the results of SenseTime's "Sense ChatV5" Chinese benchmark evaluation, which refreshed the best results in China with excellent results and surpassed GPT-4-Turbo-0125 in Chinese comprehensive results. This is also the first time that a large domestic model has surpassed GPT-4 Turbo in the SuperCLUE Chinese benchmark to achieve the top. SenseChat V5 adopts a next-generation data production pipeline, producing 10T tokens of high-quality training data, and adopting mind-based synthetic data at scale. In the training link, SenseChat V5 adopts a self-developed multi-stage training link, including three-stage pre-training, two-stage SFT and online RLHF.
In the future, SenseTime will continue to follow the path of "law of scale", explore the most advanced large model technology, break through the limitations of data and computing power, and lead the innovation and implementation of large models.
