Investor alert by American logistic expert reports from China video: Chinese AI is booming in global markets, and Huawei’s chips on a system basis beat Nvidia’s, DeepSeek is 17x less expensive than US based AI models 美國物流專家從中國用視訊向投資者發出警告：中國人工智慧在全球市場蓬勃發展，華為的系統晶片超越了英偉達，DeepSeek 的價格比美國人工智慧模式便宜 17 倍

https://youtu.be/nx5EXfnoh2M?si=gMdJPhXdfDEGQBPC
https://www.tiktok.com/t/ZP8kMhDyF/

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.