A recent report from Bloomberg Intelligence projects that China will become a global leader in large language models by 2030. The analysis suggests that China is set to hold a dominant position in eight out of 17 key strategic industries by the end of the decade.
While the United States may maintain a slight edge in cutting-edge model development, China is expected to excel in low-cost AI applications due to its expertise in software optimization. Analysts note that China will likely narrow the semiconductor technology gap, though full self-sufficiency remains unlikely by 2030.
The report highlights that China is poised to lead globally in three new energy sectors, including electric vehicles and energy storage, as well as in biopharmaceutical manufacturing. The nation has already achieved leadership in humanoid robot production and specific shipbuilding segments, with R&D spending now matching that of the US.
Bloomberg Intelligence analysts, led by Francis Chan, conclude that both the US and China will likely co-lead AI development. Neither nation is expected to achieve total dominance, though China will remain competitive across all strategically important technology fields, including hardware production from chips to optical network components.
