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China looks to overtake US lead in AI research
A new study from a team of economists at the University of Toronto has concluded that China is steadily gaining on the United States in the field of artificial intelligence.
The 2017 Association for the Advancement of Artificial Intelligence (AAAI), a worldwide conference that presents the achievements of the world’s AI leaders, indicated that 23 percent of the authors of academic papers were based from China, according to the AI and International Trade study. This was a massive leap in terms of research output, considering that Chinese AI researchers only contributed 10 percent of the research output in the 2012 AAAI.
The United States, on the other hand, seems to be experiencing a steady decline in its artificial intelligence initiatives. While 34 percent of the academic papers presented in the 2017 AAAI were still American, the number shows a significant decrease from the output of the country’s researchers back in 2012, when studies from the United States represented 41 percent of the academic papers in the conference.
The University of Toronto researchers ranked the world’s most AI-active countries based on time-series data on the institutional affiliation of all authors of papers presented at the AAAI Conference. From this data, the economists concluded that China is catching up rapidly to the United States, with the former exhibiting a 13% growth in research output and the latter showing a 6% decline in academic papers from 2012-2017. The other countries in the Top 5 of the study’s rankings — the UK, Singapore, and Japan — were fairly consistent with their research output during the same period.
In a statement to the New York Times, Elsa Kania, an adjunct fellow at the Center for a New American Security, stated that the United States’s own AI initiatives during the Obama administration might have ironically triggered the artificial intelligence boom in the Asian economic superpower.
“It is remarkable to see how AI has emerged as a top priority for the Chinese leadership and how quickly things have been set into motion. The US plans and policies released in 2016 were seemingly the impetus for the formulation of China’s national AI strategy,” she said.
Not long after the release of the previous administration’s AI reports, China unveiled a plan to become a world leader in artificial intelligence by 2025. By 2030, China aims to have an AI industry worth $150 billion to its economy — one that can stoke national pride and spark breakthroughs in the field.
AI will foster an era of ‘superhuman’ workers, says Google X founder [Photo credit: iStockPhoto]
Seemingly in contrast to China, the United States appears to have tempered down its efforts to maintain its lead in the artificial intelligence field. In a statement to the New York Times, Jack Clark of Elon Musk-backed OpenAI stated that the United States currently lacks a central national strategy in AI. Unfortunately for the US, a focused national stance on intelligent technologies is something that China has in abundance.
“We may have a bunch of small initiatives inside the government that are doing good, but we don’t have a central national strategy. It is confusing that we have this technology of such obvious power and merit and we are not hearing full-throated support, including financial support,” Clark said, according to an NYT report.
As we noted in a previous report, China recently announced a massive AI-driven initiative in the form of a massive 54.87-hectare, 13.8 billion yuan ($2.1 billion) technopark in Beijing that would house companies directly involved in the development of AI technologies and machine learning. The technopark is part of China’s attempts at attaining global AI superiority by 2025.
Overall, despite warnings from Tesla and SpaceX CEO Elon Musk and prominent physicists such as Stephen Hawking, countries such as China are going full throttle towards a future that is rife with evolving, intelligent AI.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
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The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Elon Musk
GM CEO Mary Barra says she told Biden to give Tesla and Musk EV credit
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”
General Motors CEO Mary Barra said in a new interview on Wednesday that she told President Joe Biden to credit Tesla and its CEO, Elon Musk, for the widespread electric vehicle transition.
She said she told Biden this after the former President credited her and GM for leading EV efforts in the United States.
During an interview at the New York Times Dealbook Summit with Andrew Ross Sorkin, Barra said she told Biden that crediting her was essentially a mistake, and that Musk and Tesla should have been explicitly mentioned (via Business Insider):
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”
GM CEO Mary Barra said to Andrew Sorkin at the New York Times Dealbook Summit that she pulled President Biden aside and said Tesla CEO @elonmusk deserved the credit for EVs:
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla,'” Barra… pic.twitter.com/OHBTG1QfbJ
— TESLARATI (@Teslarati) December 3, 2025
Back in 2021, President Biden visited GM’s “Factory Zero” plant in Detroit, which was the centerpiece of the company’s massive transition to EVs. The former President went on to discuss the EV industry, and claimed that GM and Barra were the true leaders who caused the change:
“In the auto industry, Detroit is leading the world in electric vehicles. You know how critical it is? Mary, I remember talking to you way back in January about the need for America to lead in electric vehicles. I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. You did, Mary. You electrified the entire automotive industry. I’m serious. You led, and it matters.”
People were baffled by the President’s decision to highlight GM and Barra, and not Tesla and Musk, who truly started the transition to EVs. GM, Ford, and many other companies only followed in the footsteps of Tesla after it started to take market share from them.
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Musk would eventually go on to talk about Biden’s words later on:
“They have so much power over the White House that they can exclude Tesla from an EV Summit. And, in case the first thing, in case that wasn’t enough, then you have President Biden with Mary Barra at a subsequent event, congratulating Mary for having led the EV revolution.”
In Q4 2021, which was shortly after Biden’s comments, Tesla delivered 300,000 EVs. GM delivered just 26.
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
