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BASELINE · August 16 · 53 min

The Chinese AI Question Nobody Can Avoid

AI is getting cheaper, open models are getting better, and China is changing the economics of the global AI race. But as intelligence becomes more widely available, who actually stays in control?Eight months after our first conversation, I sit down again with Red Hat’s Jonny Williams to examine what has changed. We explore Chinese open-weight AI models, OpenAI and Anthropic, the shift from AI training to inference, the enormous investment in GPUs and data centres, and what AI sovereignty really means for the UK.

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AI is getting cheaper, open models are getting better, and China is changing the economics of the global AI race. But as intelligence becomes more widely available, who actually stays in control?Eight months after our first conversation, I sit down again with Red Hat’s Jonny Williams to examine what has changed. We explore Chinese open-weight AI models, OpenAI and Anthropic, the shift from AI training to inference, the enormous investment in GPUs and data centres, and what AI sovereignty really means for the UK.

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