Demis Hassabis: Chinese AI Models Gap Shrinks to "A Matter of Months"

The lead is evaporating. Google DeepMind CEO Demis Hassabis warns that Chinese AI models are now just "a matter of months" behind Western capabilities. This assessment challenges the long-held belief that China remains significantly behind in the global AI race.

Closing the Chinese AI Models Gap: From Scaling to Frontiers

Speaking on CNBC's 'The Tech Download' podcast, Hassabis noted that China's progress is much more rapid than anticipated one or two years ago. The emergence of DeepSeekabout a year ago served as a wake-up call, proving that high-performance models could be built on less advanced hardware at a fraction of the cost. Giants like Alibaba and startups like Moonshot AI are now consistently releasing highly capable models.

The 'Copy vs. Invent' Dilemma

Despite the rapid catch-up, Hassabis points to a critical hurdle: the ability to innovate "beyond the frontier." While China excels at scaling known technologies, it has yet to produce a breakthrough equivalent to Google's 2017Transformer paper. Hassabis argues that inventing a new paradigm is "100 times harder" than copying one, framing the challenge as a matter of scientific "mentality."

Infrastructure and the Nvidia Factor

The physical limits of compute also play a role. While Nvidia CEO Jensen Huang previously acknowledged that China is "right there" regarding models, export bans remain a bottleneck. Alibaba's Lin Junyang recently estimated a less than 20% chance of Chinese firms surpassing US giants in the next 3 to 5 years, citing that US computing infrastructure is "one to two orders of magnitude" larger.