China’s 2025 cloud spending to grow 15% on the back of DeepSeek adoption
- Chinese AI startup DeepSeek achieved success by revealing a powerful AI model at a low cost, prompting rapid innovation from other Chinese firms.
- The U.S. Department of Commerce blacklisted over 80 Chinese companies to curb potential security threats from advanced AI technologies.
- Following DeepSeek's rise, tensions between Washington and Beijing have escalated as the U.S. Aims to restrict China's access to high-performance computing and AI.
- Experts predict that the emergence of low-cost AI models from China will challenge established U.S. Tech companies and lead to increased margin compression.
18 Articles
18 Articles
The seven magnificents lose more than two billion worth on the stock market since DeepSeek broke out.
A week after Donald Trump's landing in the White House and while investors held their breath waiting to see how the tariff threats materialized, the eruption of the Chinese DeepSeek and her artificial intelligence model put in check the hegemony of the U.S. artificial intelligence models. The quoted ones that in recent years had sustained the strong revaluations of U.S. equity income, allowing large indices to chain up one maximum after the othe…
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