Chinese AI labs trail US labs by 6–12 months in data spending, Lambert says
Overview
Nathan Lambert says Chinese labs were 6–12 months behind US labs in willingness to spend on LLM training data, and are catching up quickly.
He made the estimate in an X post praising a recent report on China's LLM data economy.
Lambert says Tencent, Alibaba and ByteDance, China's leading spenders, do not follow the same pattern as OpenAI and Anthropic, the leaders in the US market.
Written by AI from the articles below · updated Oct 12, 5:15 PM ET
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Nathan Lambert@natolambertXChinese labs trail US data spending by 6–12 months but are catching upAINathan Lambert says a recent report is the best he has read on China's LLM data economy and how it compares with the US. He says Tencent, Alibaba, and ByteDance, China's leading spenders, do not mirror OpenAI and Anthropic, the leaders in the US market. He estimates Chinese labs were 6–12 months behind US labs in willingness to spend on data, but are rapidly catching up.

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