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Kevin：Chinese AI is booming in global markets

送交者: testtesttest 于 2025-07-29 10:34:08

回答: 你与ChatGPT说的可能有一天会被用来给你定罪由于 2025-07-29 08:54:30

Investor alert: Chinese AI is booming in global markets, and Huawei\'s chips beat Nvidia\'s

Kevin Walmsley
Jul 28

DeepSeek and Qwen are rapidly gaining market share across the world. Their performance is roughly at parity with models from top US companies, at a fraction of the price.

But even large companies and government agencies are opting for Chinese AI systems, over models from US companies.

As tens of millions of enterprise users adopt Chinese LLM\'s, the less power American companies will have in establishing global standards and protocols.

But this race is also one of semiconductors. Huawei\'s networked chips perform far better running Artificial Intelligence systems, compared to systems that use Nvidia chips.

Nvidia\'s stock price, however, reflects high investor confidence that Nvidia\'s competitive advantages over other chipmakers are large, and durable, and further that it will be American LLM\'s that will win the race for global AI supremacy. That thesis is now questionable.

https://www.youtube.com/watch?v=X6pUDf7u9r0

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