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Relying on China’s subsidised AI models is not smart policy

On critical technologies, Beijing subsidises market share, assists industrial-scale IP theft, and shuts its markets to competitors. Its AI strategy is similar.

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economictimes.indiatimes.com

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afr.comStai leggendo19 h fa

Relying on China’s subsidised AI models is not smart policy

Moonshot AI released Kimi K3, the largest open-weight model, underpriced vs Silicon Valley; Anthropic traced 16M+ unauthorized Claude accesses from Chinese labs. Cheap Chinese models threaten IP security and Western open-source market share in enterprise AI budgets.

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economictimes.indiatimes.com10 h fa

The AI competition paradox

Chinese open-source models reached 41% of AI downloads, forcing US firms to consolidate via IPOs and cloud-infrastructure partnerships. Market concentration into cloud-integrated conglomerates will reduce vendor choice and deepen enterprise AI stack dependencies.

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mercoledì 5 agosto 2026·afr.com
Relying on China’s subsidised AI models is not smart policy
On critical technologies, Beijing subsidises market share, assists industrial-scale IP theft, and shuts its markets to competitors. Its AI strategy is similar.
mercoledì 5 agosto 2026·economictimes.indiatimes.com
The AI competition paradox
China's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through lower-cost AI inference and state support.…