"This kind of computing power needs to be provided as a kind of public service or infrastructure.
China, specifically, "has some of the most advanced AI tech in the world," he added.
"We believe this is a Game of Thrones also playing out in the China Tech market as the gloves are on for this battle," Ives said.
Many innovative vendors are going after this market and China tech is now in the midst of a secular shift around AI."
The comments from some of China's top tech companies last week hint at how Beijing is seeking to ramp up its rivalry with the U.S. on AI.
Persons:
BABA BABA, Robin Li, Baidu, Ernie Bot, OpenAI's ChatGPT, Tencent, Martin Lau, Lau, Alibaba, Daniel Zhang, Dan Ives, Ives, Hao Hong, CNBC's, —, Tencent's Lau, Baidu's Li, Didi, Meituan
Organizations:
HK, Microsoft, Google, Wedbush Securities, CNBC, China Tech, Big Tech, Baidu, U.S, Nvidia, chipmaker Micron, Grow Investment
Locations:
China, Beijing, U.S, Alibaba