China is on track to dominate consumer artificial intelligence applications and robotics manufacturing within years, but the United States will maintain its substantial lead in enterprise AI adoption and cutting-edge research, according to Kai-Fu Lee , one of the world’s most prominent AI scientists and investors. In a rare, unvarnished assessment delivered via video link from Beijing to the TED AI conference in San Francisco Tuesday, Lee — a former executive at Apple, Microsoft, and Google who now runs both a major venture capital firm and his own AI company — laid out a technology…
Kai-Fu Lee's brutal assessment: America is already losing the AI hardware war to China
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October 22, 2025
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michael.nunez@venturebeat.com (Michael Nuñez)
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