China Is Undercutting America’s AI Giants

Chinese open-source AI models are gaining momentum, threatening America's lead in the AI race, according to Scott Singer, a Technology and International Affairs fellow at the Carnegie Endowment for International Peace. Vishy Tirupattur, Chief Fixed Income Strategist at Morgan Stanley, warns investors to monitor off-balance-sheet debt from hyperscalers funding the AI buildout.

Ed Elson is joined by Scott Singer to discuss why Chinese open models have been gaining momentum and whether or not the U.S. risks losing its lead in the AI race. Then, Vishy Tirupattur joins to unpack the debt behind the AI buildout and explain why investors should be paying attention to the off-balance sheet debt from the hyperscalers. Finally, Ed gives his take on China’s most valuable company. Scott Singer is a Technology and International Affairs fellow at the Carnegie Endowment for International Peace. Vishy Tirupattur is the Chief Fixed Income Strategist at Morgan Stanley. Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.