In recent years, the development and breakthroughs in the field of artificial intelligence have been advancing with fervor. As a main force in this technological revolution, China is undergoing a transformation from its nascent stages to robust growth.

Looking at the industry, reviewing the development from 2022 to 2025, China's AI industry has completed three key leaps, laying a solid foundation for subsequent technology monetization. Around 2022, with the emergence of GPT-3, large language model technology achieved breakthrough progress. Models supported by massive data training realized a qualitative leap in capabilities, breaking the long-standing bottleneck in the field of natural language processing. In the following two years within the Chinese market, the maturation of large language models such as Doubao, Qianwen, and Kimi accelerated the commercialization of the technology. From To-B enterprise service solutions to various To-C application products, AI technology began to enter millions of households. From 2024 to 2025, with the advancement of computer vision and generative technologies, multimodal large model technologies like Tencent Hunyuan and StepSeeker became mature, further broadening the application scenarios and boundaries of artificial intelligence... This series of developments was not accidental but a logical closed-loop process where technological advancement met market demand, driving resource investment and, in turn, stimulating further technological progress. It signifies that the AI industry has bid farewell to the preliminary stage of technological exploration and is about to enter a critical development period focused on technology monetization.

In academia, China's scientific and technological achievements in the field of artificial intelligence also rank among the top globally. At the recently concluded CVPR 2025, despite an acceptance rate of only 22%, contributions from Chinese authors still ranked first in the world. This is the result of the day-and-night efforts of countless domestic universities, research institutes, and corporate laboratories! It is not hard to see that as a core engine driving China's economic growth, artificial intelligence's revolutionary enhancement of production efficiency and deep reshaping of industrial structures are gradually making it a top priority in our national strategic layout.

Against this backdrop, various countries are striving to seize the initiative in the competition within the AI industry. However, the inherently high resource-intensive nature of this industry is intensifying the global scramble for resources: the competition for core resources such as rare earths, high-end talent, and computing infrastructure has already entered a white-hot stage.

The resource dependency of the AI industry determines the focus and landscape of current international competition. As a typical resource-intensive industry, its development highly relies on the support of multiple key resources: rare earths, as the fundamental materials for core hardware like chips, are a necessary part of the AI industry; high-end research talents and corporate engineers form the core force driving AI technological innovation. In the current context of weak global economic recovery, the significant productivity boost brought by the AI industry represents hope for stimulating economic growth in various countries... Therefore, the contradiction between limited resources and the unlimited demands of industrial development compels countries to engage in fierce resource and technological competition to safeguard their own long-term economic and industrial prospects. This is the current state of international competition.

Excessive blockades and confrontational competition are ultimately unwise and may lead to a vicious cycle akin to a "prisoner's dilemma." Currently, some countries or enterprises, in an attempt to maintain their technological advantage, implement technological blockades or closed-source policies, trying to curb the development of competitors. This zero-sum mindset not only damages the longstanding open-source ecosystem in the AI field but also misses opportunities for collaborative technological innovation. Ultimately, it forces opponents to pursue self-research, potentially eroding the initiator's own technological moat. From the perspective of Nash Equilibrium in game theory, when the cost of competition exceeds the benefits brought by cooperation, maintaining a confrontational state is no longer the optimal strategy. Conversely, when cooperation can reduce R&D costs and expand market space, seeking a balance between competition and cooperation becomes the rational choice aligned with the long-term interests of all parties. Therefore, the current international competitive landscape is also subject to the principles of macroeconomics, containing a critical equilibrium point.

Thus, in the coming years, under the dual accumulation of technological maturity and commercialization exploration, AI technology, both in China and worldwide, is set to fully unleash its commercial value, bringing positive returns for enterprise development and social progress. This transformation will shift corporate profit models from reliance on financing to consumption-driven growth. Enterprises will achieve profit improvement through technology, and enhanced profitability will, in turn, further feed R&D investment, attracting more high-quality resources. This forms a positive virtuous cycle of "technological innovation — commercial monetization — re-innovation," ultimately lowering the cost threshold for other enterprises to enter the AI field. More and more participants will join in, ultimately empowering the macro-society through micro-individuals, realizing a two-way positive development cycle within nations and internationally.

This not only reveals the prospects of technological and industrial development but also steers international relations, including those involving China, away from intense resource competition towards more cost-effective comprehensive cooperation.

Ultimately, viewing the development of the AI industry purely as a zero-sum competitive arena will only lead to resource waste and technological stagnation. Seeking a balance point for cooperation within competition and maintaining the vitality of healthy competition within cooperation is the rational choice that conforms to the laws of industrial development. With the arrival of the technology monetization phase, an AI era that breaks down barriers and fosters collaborative development is the future I see clearly ahead.