Chinese AI Firms Push Full-Stack Strategies After DeepSeek's Low-Cost Model Shook Markets Last Year
Updated
Updated · Bloomberg · Jun 22
Chinese AI Firms Push Full-Stack Strategies After DeepSeek's Low-Cost Model Shook Markets Last Year
2 articles · Updated · Bloomberg · Jun 22
Summary
Chinese AI competition has broadened beyond DeepSeek, with major tech groups such as Baidu now trying to build full-stack businesses spanning chips, models and cloud infrastructure.
That push follows last year's release of DeepSeek's cheap frontier model, which reshaped China's AI landscape and briefly knocked U.S. tech stocks lower.
Nvidia's H200 has become one sign of easing constraints, as Chinese companies that were shut out of the most advanced chips can now buy some of those processors.
Grace Shao said the industry's main bottlenecks are no longer data centers, highlighting how China's manufacturing strength and crowded frontier-model race are now defining the next phase.