While global markets navigate growing fears of an “AI bubble” and the diminishing marginal utility of Large Language Model (LLM) scaling, a new strategic trinity is emerging in China that merits investor attention. The narrative has shifted from mere “text-bots” to a high-efficiency ecosystem defined by autonomous agents and localised edge intelligence.
In the US-China AI race, the latter has the political will, entrepreneurial foresight and stamina, engineering skills, and a humongous domestic market to take the lead
The year 2025 will be remembered for the ascendance of young Chinese innovators to the forefront of the AI world. It began with DeepSeek’s R1 model release and ended with AI agent Manus being acquired by Mark Zuckerberg’s Meta, subject to regulatory approval.
