Opinion: The golden age of developing the most advanced AI in China is over; global computing power will become a nuclear raw material resource monopolized by China and the United States.

According to ME AI , based on Beating's monitoring, in response to the US government's restrictions on the export of Anthropic models, AI industry observer Andrew Curran wrote that traditional numerical benchmarks are no longer sufficient to measure true intelligence. The core barriers to large-scale models lie in their ability to deeply infer user intent, autonomously reason and iterate to solve complex tasks, and the vitality they exhibit in interactions. Leading models are beginning to iterate themselves and directly participate in training the next generation of models, propelling the development of the strongest AI into an exponentially accelerating trajectory. Back in 2023, Anthropic's funding documents predicted that companies training the strongest models for 2025-2026 would establish an advantage that competitors couldn't catch. This prediction has now become a reality; the golden period for developing the strongest AI was only three years, from 2023 to 2026, and the window of opportunity has now completely closed. During this three-year golden period, apart from Musk's 26-month push to the forefront, almost no other country made serious attempts, with Europe completely missing the opportunity due to its deep involvement in regulatory quagmire. Curran predicts that by 2030, the computing power required for training large-scale models will increase a thousandfold, with computing power and talent resources highly concentrated in the United States and China. In the future, top-tier computing power will become like uranium, a nuclear material subject to national security control, tightly guarded by the United States through licenses and political means. National-level AI relying on the underlying technologies of others will effectively become a leased shell for Sino-US models. Once services are disrupted, the entire society's infrastructure, including healthcare, education, and the military, will face instantaneous paralysis, akin to an air raid. Furthermore, if open-source large-scale models approach the highest level later this year, they are highly likely to face a coordinated crackdown and blockade by global powers due to their uncontrolled nature. (Source: ME)