The authentic battle will be fought by ia agents

The dispute over world supremacy that maintains US and China It permeates everything. The global economy, the most developed defense strategy, the commercial relationship between powers … and technology has an absolutely protagonist role in The delicate current geostrategic situation. Semiconductors and models of artificial intelligence (AI) are the resources used by the two countries with the greatest influence of the planet to measure its strength, and it is understandable that it is so.

The range of applications in which the avant -garde and advanced AIs are crucial to guarantee the development of a country is very wide. Its scientific capacity, its industrial development, its economic competitiveness or its military power depend largely on these two resources. However, AIs are supported by semiconductors. Without integrated circuits of high density, high performance and high efficiency it is impossible to implement a really capable AI model.

This is the reason why the US government is doing everything in your hand to prevent GPUs for avant -garde that design Nvidia, AMD, Intel or brains, among other companies, reach China. But for the moment the country led by Xi Jinping is resisting the pressure. Jensen Huang, the general director of Nvidia, has declared A few days ago, China is not behind in front of the US in AI. And the solvency of Deepseek, Ernie, Qwen, Pangu, Hunyuan or Sensenova endorses its analysis.

The greatest growth potential is the AI ​​agents

Right now it is very difficult to determine in an objective way which country leads in AI. It is reasonable to conclude that the US is ahead of China if we stick to the joint capacity and performance of its AI models, but the really relevant thing is to determine if that capacity entails a real value. This is The line of thought that defends experts As Arthur Lai, Chief of Research for Asia of the Macquarie Financial conglomerate, or Jason Corso, professor of AI at the University of Michigan (USA).

In addition, it is important that we do not overlook that the metrics that are currently used to evaluate the abilities and performance of the most advanced AI models are less and less clarifying. And is that as The models improve and develop Its global competitiveness is equalized. During The Google I/O event last week the spokesmen of this American company said that Gemini is the fastest AI in the world because it reaches a speed of generation of Tokens ten times taller than Deepseek.

An note before moving forward: the generation speed of Tokens It measures the speed with which a model of AI generates the answers, but it is only an indicator of the many that is necessary to use to evaluate the ability of an AI. Alibaba, on the other hand, assures that his last family of Qwen models surpasses his rivals if we stick to the ability with which he addresses mathematical reasoning or application programming. In this context, the most reasonable conclusion we can get is that each company affects those indicators that favor it.

However, for users, the really important thing is the real value that an AI gives us. AND According to Lai, Corso and other experts The greatest growth potential has it AI agents and not so much the great language models themselves. An agent is an AI program that has been designed to make decisions for himself and behave in an autonomous way with the purpose of achieving a goal.

The most important difference between an AI model and an AI agent is that the latter does not need us to tell him at every moment what he should do; Plan, analyze and execute tasks for yourself. This is the battlefield in which the companies that are dedicated to AI will compete, if they are not doing so.

Image | Beyzaa Yurtkuran

More information | Nikkei Asia

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