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Kai-Fu Lee's brutal assessment: America is already losing the AI hardware war to China

calendar_today October 22, 2025 person michael.nunez@venturebeat.com (Michael Nuñez) domain venturebeat

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…

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