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The AI talent race is heating up, with China rapidly expanding its researcher base while the U.S. remains the top destination for elite minds., but for how long? Meanwhile, Nvidia’s dominance is being tested as Meta eyes purchase of chip maker, and competitors push for AI-specific chips. Plus, the U.S. and U.K. refuse to sign the Paris AI Action Summit declaration—what does this mean for global AI governance?

• Global AI Talent in 2023 and Key Trends Reshaping the Field.

• Meta Eyes FuriosaAI as AI Industry Shifts Away from Nvidia Dominance.

• US and UK Refused to Sign AI Action Summit.

• 🧰 AI Tools (Top AI Leaning Platforms III)

• 📰 News and Trends.

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Global AI Talent in 2023 and Key Trends Reshaping the Field.

Was DeepSeek a One-Hit Wonder? Not Quite. While DeepSeek’s rise has been mired in controversy—whether due to its approach to building an AI-competitive model or the costs involved—its impact suggests otherwise. Competitors are continuously distilling insights from existing models, and as expected, the cost of developing cutting-edge AI technologies continues to decline, as predicted by Murphy’s Law long ago.

One undeniable shift, however, is the increasing competitiveness of China in the AI landscape. This advantage can largely be attributed to its ability to cultivate and retain top talent. By 2022, nearly half of the world’s leading AI researchers had undergraduate roots in Chinese institutions, compared to only about 18% from American ones. While a majority of these researchers still operate in the U.S., a steadily growing number are now working within China, reflecting the country’s strategic focus on technological leadership.

Recent analysis of top AI researchers reveals significant shifts in the global talent landscape. The United States maintains its position as the leading destination for elite AI talent, with American and Chinese researchers now making up 75% of top-tier AI talent in US institutions—up from 58% in 2019.

China has dramatically increased its share of global AI talent, with Chinese-origin researchers growing from 29% to 47% of top researchers between 2019 and 2022. The country is also retaining more of its domestic talent. Similarly, India has improved its talent retention, with about one-fifth of Indian AI researchers now choosing to work domestically—a significant change from 2019.

A broader trend shows decreased global mobility among top AI researchers, with only 42% working outside their home countries in 2022—down 13 percentage points from 2019. This shift suggests improving domestic opportunities worldwide, though the US continues to retain the vast majority of international researchers who complete their PhDs there.

This data, based on publications at the prestigious NeurIPS conference, reflects the intensifying global competition for AI talent as countries race to develop their AI capabilities.

Meta Eyes FuriosaAI as AI Industry Shifts Away from Nvidia Dominance.

Meta is in talks to acquire South Korean AI chip startup FuriosaAI, a move that could bolster its custom chip development amid a growing industry shift away from Nvidia’s dominance.

Founded in 2017 by former Samsung and AMD engineer June Paik, FuriosaAI has raised about $115 million and recently unveiled its RNGD AI chip, which offers three times better performance per watt than Nvidia’s H100 GPUs and is optimized for running large AI models like Meta’s Llama 2 and 3. Set for mass production in late 2025, RNGD has drawn interest from LG’s AI lab and Saudi Aramco.

The potential acquisition aligns with a broader trend of AI companies reducing reliance on Nvidia due to high costs, supply constraints, and power consumption concerns. Major tech firms, including Meta, Google, Amazon, Microsoft, and OpenAI, which is set to finalize its first custom chip design this year, are accelerating their custom chip initiatives, while competitors like FuriosaAI, Rebellions, Groq, and Cerebras are developing alternative AI hardware. Additionally, AMD and Intel are ramping up their AI GPU efforts, and alternative architectures such as RISC-V, neuromorphic computing, and optical chips are gaining traction. This industry-wide push highlights the growing demand for cost-effective, scalable, and power-efficient AI infrastructure beyond Nvidia’s ecosystem.

📰 AI News and Trends

• The $97.4 Billion OpenAI Bid Piles Pressure on Sam Altman… (WSJ)

• And Sam Altman responds by saying “ I feel sorry for Musk” (Bloomberg)

• A new study from Epoch AI estimates that a typical ChatGPT query consumes 0.3 watt-hours, far less than the widely cited 3 watt-hours per query, reducing concerns over AI’s immediate energy impact (TC)

• Apple teams up with Alibaba to bring AI features for iPhones in China (Reuters)

🌐 Other Tech news

• Netflix is eyeing video podcasts to compete with Youtube (Insider)

• Who Needs Hollywood? Chinese Animated Film Shatters Box Office Records (NYT)

• YouTube Surprise: CEO Says TV Overtakes Mobile as “Primary Device” for Viewing (THR)

• Is predatory lending back? (Paul Krugman)

US and UK Refused to Sign AI Action Summit.

The U.S. and U.K. refused to sign the Paris AI Action Summit declaration, citing concerns over ideological bias and AI leadership. Meanwhile, 61 countries, including China, India, and Canada, committed to fostering ethical and inclusive AI. Critics called the agreement lacking ambition, while EU and French leaders pushed for streamlined AI regulations. The U.S. stance reflects its broader reluctance to join multilateral commitments under Trump’s second term.

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