Tracking AI, semiconductors and emerging technologies

Joined February 2025
Replying to @IvanLandabaso
Misleading claim , you could have spent three minutes searching on ChatGPT to realize that you're missing out on all the Chinese startups.
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But this isn’t a story of the US suddenly losing its ability to attract talent. The US still has by far the largest net talent gain: +2,145 in Carnegie’s sample. China is at -1,729. What changed is that China now produces so much AI talent, and retains much more of it, that both things can be true at once.
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This might be the most interesting number in the whole report: 3,619 researchers followed a China → China → China path: Chinese undergrad, Chinese grad school, now working in China. China → US → US: 1,071 US → US → US: 1,093 The domestic Chinese AI pipeline is now enormous.
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China has now overtaken the US as the main place these researchers work. 2022: 🇺🇸 46.4% 🇨🇳 27.1% 2025: 🇨🇳 40.6% 🇺🇸 34.2% That’s a massive shift in just three years. The old picture of China producing talent that mostly ends up in the US is increasingly outdated.
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Carnegie just dropped its new AI Talent Tracker and the shift since 2022 is pretty striking. Among the NeurIPS researchers in its sample, 57.4% did their undergrad in China, up from 46.3% in 2022. The US fell from 19.8% to 13.3%. But the more interesting change is where they now work
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