China chips in for artificial intelligence
14 July 2021
Bottom Line
China is ramping up its technology decoupling effort with significant emphasis on Artificial Intelligence. By 2025, the country will grow its core AI industry from $23bn to $62bn (+22% CAGR), putting together massive public funding, academic research, and private investments. Faithful to our value-chain approach, we believe opportunities will arise in the AI chip supply chain (including semiconductors) and closely monitor investment opportunities while assessing risks of U.S. restrictions and investigations.
Although the market is still nascent and skewed towards start-ups or internet conglomerates, we are already invested in leading players in Natural Language Processing (NLP), where China has reached global competitiveness. In our view, the NLP market is very concentrated and growing at +22% CAGR in the next five years and the building block of knowledge automation.
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