The game of global ai+ new materials has taken shape. There are three main players on the board: the united states, japan, and china. The success of this game will determine the heights of key industries such as aerospace, semiconductors and new energy in the coming decades。
United states chips are an ambition to lock down bottom-level technical standards. It comes under the national laboratory-led "closed chain" chess. The agon national laboratory, in collaboration with robots, created a closed circle of “data generation-model optimization-experimental feedback”, resulting in a fivefold increase in replicability. This is not just an efficiency enhancement, but a development paradigm revolution。
The genesis plan, launched by the united states department of energy, committed $293 million in the first phase, directly targeting " artificially intelligent autonomous laboratories" and "design functionally predictable materials"。
Its deeper intent is to build a global system of standards, from data to models to experiments, using its largest global standardized generic material database (e. G. Materias project) and mature bottom computing software, so that those later can only catch up on their assigned orbits。
Japan's leverage is the deep tie between “entity ai” and the manufacturing advantage. When it saw the difficulty of going beyond china and america in a generic large model, it chose a path of differentiation: linking ai closely to the robotics and precisions of the physical world. The ministry of economy, trade and industry of japan plans to invest 1 trillion yen over five years in the development of a “entity ai” base model for focused manufacturing, in combination with giants such as soft silver, sony and honda。
At the same time, japanese scientific institutions have demonstrated their ability to break through in the area of functional materials through ai's design of hydrogel materials that can keep super sticky in water. Japan's intention is clear: to remodel the traditional advantages of “japan-made” materials in terms of precision, reliability and distinctiveness with ai, and to hold high-end manufacturing positions。
China's chips are the perfect scenario for application and transformation efficiency. China follows a path of “retroactive research and development from application”. Its ace is an intelligent platform, such as the “ai plus polymers” of the east china polytechnic university, which is capable of reverse design in a billion-class chemical space, reducing the research and development cycle of high-performance resins from 5 to 8 years to one year, at a cost reduction of 90 per cent。
Behind this platform is a moat of over 7. 6 million high-quality high-molecular material-specific data. It is china's intention to concentrate its fire on achieving rapid breakthroughs in the fields of aerospace, semiconductor and so on. For example, polysiliacylamide resins designed through the platform have increased short-term temperature tolerance from 500°c to above 600°c and have been applied in practice。
At the same time, china is accelerating the transformation of results through the closed-ring mechanism of “business questions, technical answers, market tests”, such as the new materials developed by the kube chemical platform, with an additional economic benefit of nearly $20 million over two years。
In the current chess game, where are the key gaps in china
Despite the rapid momentum on specific tracks, there are still several key shortboards in china that may be used by opponents, overlooking the whole picture:
How can china get away with running
To win on this board, china cannot be content with “eating food” in a few fields, but must plan its own game
As a first step, the "data integration" exercise must be done. This is the key to bridging the ground-based gap. It is important to consolidate the data resources of universities, research institutes and enterprises in line with the materials project model of the united states, to construct a standardized national database of general materials and to create incentives for data validation and sharing, and to link decentralized data “pears” into “strings”。
The second step is to follow the “specialized integration” model development path. Large generic models that simply catch trillions of parameters are not optimal. A system of “general science megamodels + material piping plugins” should be developed to take advantage of the scene. Like the big chat aipolym model of east china tech, combined with high-molecular expertise in general capability, directly responds to professional directives to address physical development pains。
At the same time, it is important to move away from “root technology” by increasing autonomous research and development inputs to the bottom core software, such as primary principles calculations。
The third step is to activate the "work research" eye. The model of the future industrial innovation institute in south china, guangzhou, continues to be deepened, building a full-chain platform for “conceptual validation-moderation-industrialization” with a multi-billion-to-billion-dollar industry fund。
At the same time, platform enterprises such as tinglong shares are encouraged to achieve full chain breakthroughs in monopolized areas such as optical glue through vertical integration and ai empowerment。
Step four, lay down the long-term picture of “humanity and ecology”. There is a need to attract the world's top cross-section of “ai+ materials” with genuine silver and silver (e. G. A doctor's living allowance of up to $120,000) and full-cycle services, as was the case in nansha. At the same time, through such top-level meetings as the first china “ai+ new materials” conference, initiatives were taken to build an international platform of exchange to occupy the nodes of the global innovation network。
The next step in this game will be more competition. The next step for the united states would be to use its genesis plan and the stargate algorithm to accelerate the production of subversive basic scientific discoveries and further enhance theoretical leadership. Japan's next step is to promote the full-scale landing of the “entity ai” base model in niche industries such as automobiles and robots, creating technical barriers。
The opportunity for china, for example, lies in the rapid transformation of existing scenarios to full ownership in several key strategic areas, such as semiconductor materials and new energy materials, and, in the process, the completion of systematic capacity-building from data, software and development models。
Those who can take the lead in transforming ai's forecasting capacity into a stable, efficient and controlled material creation capability for industrialization will ultimately win the strategic game that will determine the future of the nation。
