While many Chinese companies have chased market share at home for consumer AI applications, UBS likes one in particular for its global enterprise potential.
Get this delivered to your inbox, and more info about our products and services.
The release of DeepSeek V4 is expected to be imminent.
Several mainland companies have had a chance at monetizing generative AI in the past two years. Leaders and laggards are emerging.
The investment bank also raised its price targets on two Chinese companies that develop artificial intelligence models.
Unlike US AI firms which publish findings of their frontier risk evaluations, Chinese companies do not announce such details.
Capital flows from eager mainland China-based investors are flowing into these artificial intelligence plays.
In a note published Thursday, UBS highlighted three major pillars that will drive AI demand going forward.
