The AI Bubble Is Bursting and China Lit the Fuse | Silk and Steel

For years, Silicon Valley convinced investors that bigger budgets, more GPUs, and trillion-dollar valuations were the future of artificial intelligence. That narrative is now challenged.In this episode of the Silk and Steel Podcast, Carl Zha is again joined by AI researcher TP Huang to examine why it is that China's newest AI models shake the technology industry and global financial markets.From ZAI (formerly Zhipu AI) and Meituan's surprise breakthrough to the growing impact of DeepSeek, TP explains that Chinese AI companies deliver world-class performance at dramatically lower cost. He discusses what that means for OpenAI, Google, Anthropic, Nvidia, and the future of the AI industry.They also explore whether America currently experiences an AI investment bubble, why China's open-source ecosystem advances so quickly, how hardware restrictions pushed Chinese engineers to become more efficient, and whether the centre of AI innovation begins to shift eastward.► Join UK Column Live every Monday, Wednesday and Friday at 1pm UK time or watch previous live recordings ⁠here⁠ ► [UK Column Website] Explore all our written and video content on the official ⁠UK Column website⁠ ► [Support UK Column] ⁠Please donate⁠ to support our independent journalism & investigative journalism ► [UK Column YouTube] Please ⁠subscribe to the UK Column News YouTube channel⁠ for more alternative news and independent newsFollow #UKColumn on:► ⁠X⁠► ⁠Telegram⁠► ⁠Facebook⁠ ►⁠ Instagram