china ai

Former Google China president and legendary AI investor Kai-Fu Lee maps the US-China AI competition and predicts which domains AI will transform first — drawing on deep insider knowledge of both Silicon Valley and China's tech ecosystem.

Dylan Patel and Nathan Lambert join Lex to unpack DeepSeek's rise, the global race to build AI megaclusters, NVIDIA's stranglehold on AI compute, and what China's AI push means for the balance of power in the industry.