Chinese AI researchers are growing pessimistic about their ability to catch up to the U.S. in artificial intelligence. At a recent conference in Beijing, Tang Jie, the founder of the AI startup Zhipu, highlighted a significant issue: the widening gap in AI capabilities due to a shortage of advanced chips. Despite some progress in certain AI areas, Chinese developers face severe limitations, particularly since U.S. export restrictions prevent them from accessing the latest technologies. A prime example of this challenge is Nvidia’s introduction of its next-generation Rubin hardware, which saw several American companies named as customers. Notably absent were any Chinese AI developers, underscoring how U.S. regulations hinder China's access to critical AI infrastructure. This situation raises questions about the future of AI development in China and its competitiveness on a global scale. Without improved chip access, Chinese developers may struggle to advance their AI technologies significantly.