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《经济学人》中国能否掌控这场AI革命 | 人工智能将考验各国

字幕摘录

时间英文中文
0:02Leaders领导人
0:06Models and diffusion模型和传播
0:09Lessons from China中国的经验教训
0:11AI will test society's capacity to reinvent themselves.AI将测试社会自我改造的能力.
0:17China will not find it easy.中国不会发现它很容易。
0:20Just as frontier artificial intelligence models are benchmarked against each other,正如前沿人工智能模型相互参照,
0:26so AI will itself benchmark the rival political systems of America and China.因此,AI本身将衡量美国和中国的对立政治制度。
0:33The technology will test which is better at creating AI tools and diffusing them through the economy,该技术将测试 更好地创建AI工具 并通过经济传播,
0:41and that will in turn depend partly on their very different ideas of how societies should be run.而这又将部分地取决于他们对如何管理社会的不同想法。
0:49Even in a field changing as rapidly as AI, the results of that contest may not become clear for some years.即使在像AI那样迅速变化的领域,这场比赛的结果在几年里可能并不明确.
展开字幕全文(85 条)
序号英文中文
1Leaders领导人
2Models and diffusion模型和传播
3Lessons from China中国的经验教训
4AI will test society's capacity to reinvent themselves.AI将测试社会自我改造的能力.
5China will not find it easy.中国不会发现它很容易。
6Just as frontier artificial intelligence models are benchmarked against each other,正如前沿人工智能模型相互参照,
7so AI will itself benchmark the rival political systems of America and China.因此,AI本身将衡量美国和中国的对立政治制度。
8The technology will test which is better at creating AI tools and diffusing them through the economy,该技术将测试 更好地创建AI工具 并通过经济传播,
9and that will in turn depend partly on their very different ideas of how societies should be run.而这又将部分地取决于他们对如何管理社会的不同想法。
10Even in a field changing as rapidly as AI, the results of that contest may not become clear for some years.即使在像AI那样迅速变化的领域,这场比赛的结果在几年里可能并不明确.
11But as we report from inside China, the country is already adopting AI fast,但正如我们从中国内部报告的那样, 这个国家已经快速地采用了AI,
12and its government is preparing for the dramatic economic and social change this heralds.政府正准备迎接这个预言的巨大的经济和社会变革。
13As an autocracy, China has some advantages in harnessing the 21st century's most promising technology.作为一个专制国家,中国在利用21世纪最有前途的技术方面有一些优势.
14It also has plenty of problems.它还有许多问题。
15Start with the calibre of China's models.从中国型号的口径开始.
16The common perception is that they are cheap, and that even the best persistently lag behind America's.普遍的看法是,它们价格低廉,甚至最古老的国家也一直落后于美国。
17In fact, the two countries' AI models are converging.事实上,两国的AI模式正在趋同.
18Innovative Chinese models are getting bigger and cleverer.创新的中国模式日益壮大和聪明.
19Within the past few weeks, Chinese labs have released Quen 3.8 Max and Kimi K3,在过去几周内,中国实验室发布了3.8 Max 和 Kimi K3,
20这几乎与美国最先进的AI相匹配,如Anthropix Fable 5.
21Chinese models will be just as likely to break loose from their test beds as American ones.中国模特儿会像美国模特儿一样从试验床上松绑。
22Although Chinese models are cheaper, American models are often better value.虽然中国模型比较便宜,但美国模型往往价值更高.
23Artificial analysis, an American firm, finds that for most trade-offs between cost and intelligence,人工分析,一家美国公司,发现 对于大多数权衡成本和智能,
24an American model outperforms Chinese ones.一种美国模式的效绩优于中国模式。
25The convergence is likely to continue.这种趋同很可能继续下去。
26Although China is building only a tenth as much data centre capacity as America,虽然中国的数据中心容量只有美国的十分之一
27that deficit is unlikely to last.赤字不可能持续。
28As a semi-planned economy, it is good at creating infrastructure.作为一个半计划经济,它善于建立基础设施。
29While American opinion turns against data centres,虽然美国舆论反对数据中心,
30Southeast Asia is hosting huge Chinese facilities.东南亚主办大型中国设施.
31China's open weight models can run on anyone's servers,中国的开放重量模型可以运行在任何人的服务器上,
32meaning that compute is less of a problem than the headline numbers suggest.意思是计算比头条数字显示的问题要小。
33China also has almost three times as much installed electricity generating capacity as America,中国的发电能力几乎是美国的三倍
34and its lead is growing.它的领先地位在增长
35China is learning to cope with sanctions.中国正在学习应对制裁。
36It smuggles in cutting-edge Nvidia chips and rents them in foreign data centres.它走私尖端的Nvidia芯片,并在外国数据中心出租.
37And Huawei, its best chip designer, is rapidly increasing the output of its inferior chips.而其最好的芯片设计师华伟则在迅速增加其劣质芯片的输出.
38Chinese-made lithography tools are now using deep UV light to print chips,中国制造的石刻工具 现在使用深紫外光来打印芯片
39though the best technology using extreme UV remains out of reach.虽然使用极端紫外线的最佳技术仍然无法达到。
40Model building is only half the story.模型建筑只是故事的一半.
41To make the economy dynamic, AI must also be deployed, the focus of Chinese AI policy.为了使经济充满活力,也必须部署AI,即中国AI政策的焦点.
42For as long as China was behind America in model making,只要中国在模特制作方面落后于美国
43leaders saw diffusion as the best way to compete.领导人认为传播是竞争的最佳方式。
44But they may also believe that, as with other broad technologies such as electricity,但他们也可能认为,像其他广泛的技术,如电力,
45adoption brings greater rewards than discovery.收养带来的回报大于发现。
46China's working age population is due to shrink by 25% by 2050.中国劳动适龄人口到2050年应缩小25%.
47For machines to replace people requires diffusion too.机器取代人也需要扩散
48So far the use of AI has yet to show up in the economic statistics of either America or China.迄今为止,AI的使用还没有出现在美国或中国的经济统计中.
49But change in some industries has already been sweeping.但是,一些行业的变化已经十分普遍。
50AI-assisted lorries will need 30% fewer drivers,人工智能辅助卡车需要减少30%的司机,
51going by one large firm's experience as crews slim from two drivers to one and from four to three.一个大公司的经验是 机组人员从两个司机减到一个 从四个到三个
52AI was used to generate 95% of the 128,000 wildly popular one- or two-minute-long micro-dramas人工智能用于生成128,000个野生流行的一两分钟的微型戏剧中的95%
53released in the first quarter of 2026, replacing many actors and film crews.2026年第一季度发行,取代了许多演员和电影摄制组.
54China is also rapidly increasing the use of robots.中国也在迅速增加机器人的使用.
55In June, leaders told local governments and state-owned enterprises6月,领导人告诉地方政府和国有企业
56to have 10,000 humanoid robots doing real work by the end of 2026.到2026年底,有1万个人造机器人做真正的工作。
57Morgan Stanley, a bank, expects humanoid sales in China to reach 446,000 by 2030, nine times this year's total.Morgan Stanley是一家银行,预计到2030年中国人造品销售量将达到44.6万,是今年的9倍.
58Workers are being paid to train robots in huge warehouses by repeatedly folding clothes and sorting and stacking objects.工人通过反复折叠衣服,分拣和堆放物品,在庞大的仓库里接受机器人训练的薪水.
59China has a lower share of white-collar workers than America,中国的白领工人比例低于美国
60so AI is likely to have the greatest effect in consumer markets and blue-collar work.因此,AI在消费市场和蓝领工作上可能具有最大的影响.
61That could easily lead to discontent.这很容易导致不满。
62Youth unemployment is already around 15% and over 300 million people work in the gig economy.青年失业率已达15%左右,超过3亿人在演出经济中工作。
63Job destruction could be much faster than China's demographic decline.就业机会的破坏可能比中国人口减少快得多。
64You might think that the Communist Party's grip on power is so strong that it can ignore the blowback.你可能会认为,共产党对权力的控制是如此的强大,以至于可以忽略打击.
65However, China's fear being brittle.然而,中国的恐惧是脆弱的.
66Although Chinese firms want to roll out AI fast, the government will be desperate to avoid instability.虽然中国企业希望迅速推出AI,但政府将绝望地避免不稳定.
67That is why AI will be a test of the system and why China's options are limited.因此AI将成为对这个制度的考验,也是中国选择有限的原因.
68As in America, there is plenty of talk about retraining.在美国,关于再培训的话题很多。
69However, retraining has a poor record and even the most successful countries like Denmark and Singapore然而,再培训的记录很差,甚至是丹麦和新加坡等最成功的国家。
70struggle to equip workers for entirely new careers.努力为工人提供全新的职业
71There is no reason to think that China will be any more successful, especially as it already has too many graduates.没有理由认为中国会更成功,特别是因为它已经拥有过多的毕业生.
72Prominent economists and advisors suggest extending the social contract by, say, taxing AI firms or creating a universal basic income.知名经济学家和顾问建议通过向AI公司征税或创造普遍的基本收入来延长社会契约。
73Their work has appeared in party journals, an official expression of interest.他们的作品出现在党刊上,正式表示兴趣.
74But President Xi Jinping has long been against handouts, saying they can lead to laziness.但习近平主席长期反对施舍,称施舍会导致懒惰.
75Political leaders are pressing companies to redeploy staff rather than sack them.政治领导人正在迫使公司重新部署工作人员,而不是解雇他们。
76They may also ask state-owned companies to mop up surplus labour.他们还可以要求国有公司清除剩余劳动力。
77Yet although that is politically possible, it will cancel out some of the benefits of rapid diffusion at a time when domestic growth is already anemic.然而,虽然这在政治上是可能的,但当国内增长已经无力时,这将消除迅速扩散的一些好处。
78So the government may improvise, letting AI rip until there is trouble when it will step in.所以政府可能会即兴行动,让AI撕裂,直到它介入时有麻烦.
79That is what happened with tutoring and gaming, industries thrown into confusion overnight when the party decided that they were causing too much harm.这就是在辅导和游戏中发生的情况,当党决定造成太多伤害时,工业一夜之间陷入混乱。
80Cautious officials recently slowed robotaxi experiments after more than 100 malfunctioned in Wuhan, leaving passengers stranded.武汉发生100多起故障后,机车官员最近减缓了机器人轴实验,使乘客搁浅.
81However, stop-start AI may impair the ability to innovate.然而,停止启动AI可能会损害创新能力.
82If so, China's leaders may have to balance the risk of social instability with the risk of falling behind America.如果是这样,中国领导人可能必须平衡社会不稳定的风险和落后于美国的风险.
83AI poses similar challenges to America and China.大赦国际对美国和中国提出了类似的挑战。
84Both societies will have to reinvent themselves.这两个社会都必须自我改造。
85That is something democracies tend to find easier than dictatorships.民主往往比独裁政权更容易找到这一点。
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