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论坛地址：http://www.ltaaa.com/bbs/thread-483594-1-1.html

Clifford Nelson, MS Electrical Engineering (1982)
The AI war is not the only war that the US is loosing to China. China is investing in its infrastructure, including education. This something that the US forgot was the big reason for its success. The US would still be backwards if not for the Interstate Highway System and its rail system. I guess many believe that private industry will invest in these things without help from the government. It was not true when the railroads were put in across vast empty tracks of land, or the highway system. But providing a transportation is one of the most important things that a government can do. Today. many of the most important cities of the US are suffering horrible gridlock, and this is a significant impact on productively. At the same time the water, sewage, and other systems are falling apart. Many very important cities are along the coast and are starting to suffer from sea level rise. China will soon have the transportation infrastructure to allow it to trade on the most important land mass in the world (Eurasia/Africa) and the US will not be able to interdict this trade.

美国输给中国的不仅仅是AI战。中国在投资自己的基建，包括教育。美国忘了教育是自己取得成功的一大原因。要不是建了州际高速公路和铁路系统，美国依然会是一个落后的国家。我猜测很多人可能会认为如果政府不投资，私人领域也会投资这些基建。但是提供交通运输是政府最重要的职责之一。如今很多美国大城市都面临严重的交通堵塞，这对生产力产生了巨大影响。同时，供水，下水管道和其他系统也在老化。很多非常重要的城市位于海岸边，正开始遭受海平面上升的影响。中国将很快拥有交通基建来允许其在世界上最重要的土地（欧亚和非洲）上进行贸易，而美国无法进行封锁。



In April 2018 the US banned hi tech sales to ZTE (China’s 2nd largest phone maker) for illegal trading with Iran. Within days ZTE was closing down op’ns and preparing to go out of business. Turns out ZTE doesn’t make phones, they assemble American ones and sell them as Chinese. Turns out ZTE depends on US components for 90–95% of its hi tech components.

2018年4月，美国禁止将高科技卖给中兴（中国第二大手机制造商），因为它和伊朗的非法贸易。几天后，中兴关闭了运作并准备歇业。最终证明中兴并没有制造手机，他们只是组装美国手机并把它们当作中国品牌来卖。最终证明中兴90-95%的高科技部件都依赖美国供应。

James Graham, Network Systems Engineer at Decline To State
Before saying anything, there’s one thing you need to understand about US investment in technology - the majority does not come from the government. The US still outspends China overall.

首先你要了解美国对科技的投资——绝大部分不是来自政府。总体上美国的科技投资依然超过中国。



James Graham
Unfortunately most articles have been trying to push the “China rising” narrative, but to give some figures:

大部分文章都在推“中国崛起”的论调，但是我来提供一些数据：

Of course the biggest spenders in AI are Apple, Microsoft, Amazon, Google, Facebook, Intel, Nvidia, and AMD.
The US military’s budget is broken down like this:
Funny enough, all the articles insisting that China will outspend the US on AI fail to mention most of that money is going into construction. A prime example is China’s research park in Beijing. That money isn’t being applied directly to research, it’s being used to construct a research park.

AI领域最大的投资者是苹果，微软，亚马逊，谷歌，脸书，因特尔，英伟达，超微半导体公司。有意思的是大部分坚称中国AI开销超过美国的文章都没有提到大部分的资金都用来进行基建建设了。一个显著的例子就是中国在北京建设的研究园区。这笔钱就没有直接用来研发，而是用来建研发园区了。