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CNBC correspondent Deirdre Bosa points out that the AI application landscape is undergoing changes that are reshaping market strategies. She says Chinese AI models are gaining a larger share of AI usage thanks to their significant cost advantages, as top-tier global AI models come with much higher operating costs than China's open-source alternatives. The industry no longer merely pursues scale expansion, but increasingly competes on pricing power and profitability, she adds.
CNBC correspondent Deirdre Bosa points out that the AI application landscape is undergoing changes that are reshaping market strategies. She says Chinese AI models are gaining a larger share of AI usage thanks to their significant cost advantages, as top-tier global AI models come with much higher operating costs than China's open-source alternatives. The industry no longer merely pursues scale expansion, but increasingly competes on pricing power and profitability, she adds.