A big company in China called Alibaba is trying to make better computers and software that can think and learn by themselves, which is called artificial intelligence or AI. But the United States, another powerful country, has made it hard for Chinese companies to get some special parts they need for their AI machines. This makes it difficult for them to catch up with the US in making advanced AI technology. The boss of Alibaba, Joe Tsai, said that China is two years behind the US in this race. He also mentioned that they are looking for other ways to get what they need and try to make their own parts. They also want to improve their language skills so they can understand more things and talk better with people. Read from source...

1. The title of the article is misleading and sensationalist, as it implies a direct causal relationship between the US embargo on Nvidia and China's AI development lagging behind its peers. However, the article does not provide any concrete evidence or data to support this claim, nor does it consider other factors that may contribute to China's slow progress in AI research and innovation.
2. The article relies heavily on a single interview with Joe Tsai, the co-founder and chairman of Alibaba, who is known for his anti-China rhetoric and his desire to move his company's headquarters to Hong Kong or Singapore in anticipation of a potential crackdown by Beijing. Therefore, his statements may be biased and not representative of the broader AI community in China.
3. The article does not provide any context or background information about the US export restrictions or their impact on Chinese companies' access to advanced semiconductors and AI processors. For example, it does not mention that the US has a long history of restricting high-tech exports to countries like China, Russia, Iran, and Cuba, as part of its national security and economic interests. Nor does it explain how these restrictions differ from previous ones or what specific technologies are affected by them.
4. The article presents a simplistic and linear view of AI development, as if it were a zero-sum game between the US and China, rather than a complex and multidimensional phenomenon that involves many actors, factors, and challenges. It also ignores the possibility that these restrictions may actually push Chinese companies to innovate more and develop alternative solutions, as Tsai himself suggests in his interview.
5. The article ends with an unrelated and outdated example of Intel's chip sales to Huawei, which has nothing to do with the main topic of the article or Alibaba's cloud business. It also fails to mention that Intel was recently fined by the EU for violating its own license agreement with Huawei, which further undermines the credibility of this example.

Overall, I would rate this article as poor and unreliable, as it lacks objectivity, accuracy, and depth in its analysis and reporting of the issues involved. It also uses a sensationalist and misleading title to attract readers' attention, without providing any substance or insight.

Negative

Key points and analysis:
- Alibaba co-founder Joe Tsai reveals that China is two years behind the U.S. in AI development due to Washington's technology restrictions.
- The U.S. updated its export controls last week to further limit mainland China's access to advanced AI processors and semiconductor-manufacturing equipment, affecting Alibaba's cloud business and its capability to provide high-end computing services.
- Chinese companies are seeking alternatives to circumvent these limitations, such as sourcing processors from other suppliers and stockpiling available chips.
- Tsai emphasizes the importance of developing large language models in-house to enhance Alibaba's cloud business and that many of China's tech companies and those involved in LLM development rely on Alibaba Cloud.