[资本最前沿]中美两国正在争夺人工智能(ＡＩ)和5G的霸主地位！

MUNICH, Germany – The US-China trade war is all about tech supremacy, particularly in artificial intelligence (AI) and 5G, and we might end up with the world taking sides to divide into US-led and China-led spheres.

机器翻译（仅供参考）：德国慕尼黑 - 美中贸易战完全是一场关于技术霸权的争夺战，尤其是人工智能（AI）和5G，世界可能最终将分为美国主导和中国主导的领域。

That’s the view of US-China private equity firm Canyon Bridge’s co-founder and partner Peter Kuo, speaking at the GSA 2019 European Executive Forum in Munich this week. He said that while there may yet be a face-saving deal that might end the bickering between the two countries over trade matters, the two seem to be heading toward a cold war over not politics but technology. “With the emergence of AI and 5G, it has heightened US sensitivities to China,” he said. He added that one of the reasons US-China tensions may persist is that it is unclear what the US really wants to get out of a trade deal.

机器翻译（仅供参考）：这是美中私募股权公司Canyon Bridge的联合创始人兼合伙人Peter Kuo本周在慕尼黑举行的GSA 2019欧洲高管论坛上发表的观点。 他表示，尽管可能还有一项可以结束两国之间就贸易问题而争吵的局面挽救协议，但两国似乎正在走向技术的冷战而不是政治上的冷战。 “随着人工智能和5G的出现，它提高了美国对中国的敏感度，”他补充说，美中紧张局势可能持续存在的原因之一是，目前还不清楚美国真正希望从贸易协议中得到什么。

He points out that while China remains focused, US goals appear contradictory. For example, the US is looking to lower barriers to inward trade and investment, improve IP protection, balance bilateral trade, repatriate supply chains back to the US, and ultimately stop China’s rapid economic rise.

机器翻译（仅供参考）：他指出，虽然中国仍然专注，但美国的目标似乎是矛盾的。 例如，美国希望降低对内贸易和投资的壁垒，改善知识产权保护，平衡双边贸易，将供应链引回美国，最终阻止中国经济的快速崛起。

China meanwhile is very focused on its growth. That is evidenced in the Made in China 2025 program to drive self-sufficiency in technology, as well as move from exports of low-end products to higher value-added products and services. And it wants to reduce vulnerability and reliance on any single country (i.e., the US).

机器翻译（仅供参考）：与此同时，中国也非常关注其增长。 “中国制造2025”计划证明了这一点，该计划旨在推动技术自给自足，以及从低端产品出口转向更高附加值的产品和服务。 它希望减少对任何一个国家（包括美国）的脆弱性和依赖性。

The US is clearly worried about China racing ahead with development of AI and 5G. The American Chamber of Commerce in China, long considered as a solid anchor for ties with China, said recently that while China has promised to open up, US companies in many industries in the country are still not receiving the same treatment that Chinese companies experience in the US.

机器翻译（仅供参考）：美国显然担心中国将继续推进AI和5G的发展。 长期以来被认为与中国关系稳固的中美两国商会最近表示，虽然中国承诺开放，但许多行业的美国公司仍然没有得到与中国公司同样的待遇。

In Munich, Wally Rhines, CEO Emeritus at Mentor, a Siemens Business, pointed to a host of data indicating growing Chinese dominance in the global semiconductor and AI startup space. He said there has been a huge rise in venture capital investment in fabless semiconductor startups, with most of the money coming from China, especially in early rounds. With huge Chinese government incentives for semiconductor investment, Chinese funding going into fabless companies globally in the early rounds is six times that of US funding.

机器翻译（仅供参考）：在慕尼黑，西门子事业部Mentor首席执行官Wally Rhines指出，一系列数据显示中国在全球半导体和人工智能创业领域的主导地位日益增强。 他表示，无晶圆厂半导体初创公司的风险资本投资大幅增加，其中大部分资金来自中国，特别是在初期。 随着中国政府对半导体投资的巨大激励，中国在早期投资全球无晶圆厂公司的资金是美国资金的六倍。

In particular, the number of new semiconductor startups in China has also grown – where 715 startups formed in 2015, jumped to around 1,300 new starts annually in 2016 and 2017. “Artificial intelligence and machine learning are driving a lot of this, and Chinese fabless companies are also much larger,” Rhines observed.

机器翻译（仅供参考）：特别值得一提的是，中国的新兴半导体初创公司数量也在增长 - 2015年有715家创业公司，在2016年和2017年跃升至1,300个。“人工智能和机器学习推动了这样的发展，中国的无晶圆厂公司也要大得多，“Rhines说。

With regard to what the startups are working on, Rhines said they are all mostly utilizing embedded neural networks as a fundamental building block for AI-related machine learning. Pattern recognition dominates the AI designs, especially facial recognition. In fact, the world’s two most valuable AI startups are SenseTime and Face++, which are the most well-funded AI companies in 2018. Rhines commented, “Over 14 companies in China have market capitalization greater than £1billion that are doing facial recognition of some kind.”

机器翻译（仅供参考）：关于创业公司的工作，Rhines说他们都主要利用嵌入式神经网络作为人工智能相关机器学习的基本构建模块。 模式识别主导AI设计，尤其是面部识别。 事实上，全球两个最有价值的人工智能创业公司是SenseTime和Face ++，它们是2018年资金最充足的人工智能公司。隆内斯评论说，“中国超过14家公司的市值超过10亿英镑，这些公司一定程度上正在做一些面部识别的工作。”

It’s not just AI that is worrying the US. The race to 5G is also on the leadership’s mind. Canyon Bridge’s Kuo said, “There’s no question that China will be instrumental in driving 5G. And if companies in China partner in the right way, they will end up in a good leadership position.”

机器翻译（仅供参考）：不只是AI让美国感到担忧，5G也是。Canyon Bridge的Kuo说：“毫无疑问，中国将在推动5G方面发挥作用。 如果中国公司以合适的方式合作，他们最终将处于良好的领导地位。“

In its response, the US Federal Communications Commission’s chairman Ajit Pai outlined how the US is keen to be a leader in 5G. Speaking at an event at the White House last week, President Trump said, “We cannot allow any other country to out-compete the United States in this powerful industry of the future.  We are leading by so much in so many different industries of that type, and we just can’t let that happen.  The race to 5G is a race America must win, and it’s a race, frankly, that our great companies are now involved in.  We’ve given them the incentive they need. It’s a race that we will win.”

机器翻译（仅供参考）：在回应中，美国联邦通信委员会主席Ajit Pai概述了美国如何热衷于成为5G的领导者。 特朗普总统上周在白宫举行的一次活动上说，“我们不能允许任何其他国家在这个强大的未来产业中超越美国。 我们在这么多不同类型的行业中处于领先地位，我们不能让这种情况发生。 5G的比赛是美国必须赢得的比赛，坦白说，我们一些伟大的公司现在正参与其中。我们给了他们所需的激励。 这是一场我们终将赢得的比赛。”

To do this, he said he is making a bold move to make wireless spectrum available. “By next year, the United States is on pace to have more 5G spectrum than any other country in the world.  That’s a big statement because, as you know, some people got ahead of us.  We should have been doing this a long time ago, as advanced as it may be.”

机器翻译（仅供参考）：为此，他表示他正在大胆采取措施提供无线频谱。 “到明年，美国正在加速拥有比世界上任何其他国家更多的5G频谱。这是一个很重要的声明，因为正如你所知，有些人领先于我们。我们应该在很久以前这样做，尽可能先行一步。”

The FCC’s Pai said December 10 would be the start date for the “largest spectrum auction in our nation’s history”, and he also highlighted plans to create a new $20.4 billion rural digital opportunity fund to extend high-speed broadband in rural America.

机器翻译（仅供参考）：美国联邦通信委员会的Pai表示，12月10日将是“我们国家历史上最大的频谱拍卖”的开始日期，他还强调计划创建一个新的204亿美元的农村数字机遇基金，以扩展美国农村地区的高速宽带。

Clearly the US is worried about China’s tech dominance. Kuo makes reference to Chinese VC Kai-Fu Lee and his recently published book, AI Superpowers: China, Silicon Valley and the New World Order, in which Lee predicts half the world will be powered by Chinese tech in the next five years. The next phase of AI will be much less about invention than implementation, where the Chinese have an edge. The skillful application of AI will be China’s greatest opportunity to catch up with and possibly surpass the US.

机器翻译（仅供参考）：显然，美国担心中国占据科技主导地位。 Kuo参考了中国VC李开复及其最近出版的书“AI Superpowers：中国，硅谷和新世界秩序”，其中Lee预测未来五年全球将有一半的中国技术支持。人工智能的下一阶段将是更少的发明更多的实施，中国人有优势。人工智能的巧妙应用将是中国赶上并可能超越美国的最佳机会。

Kuo said that while the US and China are increasingly competing on several strategic levels – in terms of ideology, military, economic spheres of influence and technology, there still remains the fact that both countries’ economies remain closely tied together.

机器翻译（仅供参考）：Kuo说，虽然美国和中国在几个战略层面上竞争越来越激烈 - 在意识形态，军事，经济势力范围和技术方面，但仍然存在两国经济紧密联系在一起的事实。

Hence, whatever the outcome of any trade deal, these underlying fundamentals will no doubt continue to drive more back-and-forth talks and negotiations for some time to come.

机器翻译（仅供参考）：因此，无论贸易协议的结果如何，这些潜在的基本问题无疑将继续在未来一段时间内推动更多的双边谈判。（文章来源：互联网）

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