How China’s AI Power Threatens Silicon Valley

中国人工智能力量如何威胁硅谷

WSJ What’s News

2026-01-18

15 分钟
PDF

单集简介 ...

It’s been one year since Chinese AI developer DeepSeek released an experimental large language model that shocked the tech world with its advanced capabilities, despite strict chip import restrictions. WSJ Senior Global Correspondent Josh Chin and Oxford Analytica technology analyst Tatia Bolkvadze discuss how China’s AI prowess has only grown in the past twelve months, something that is now challenging Silicon Valley’s pricing power, and becoming a bone of contention in the U.S.-China trade war. Luke Vargas hosts. Further Reading:  The AI Cold War That Will Redefine Everything China’s Alibaba Links Qwen AI App to Vast Consumer Ecosystem The Row Over South Korea’s Push for a Native AI Model: Chinese Code China’s DeepSeek Unveils New AI Model That Could Halve Usage Cost Silicon Valley Is Raving About a Made-in-China AI Model Chinese AI Developers Say They Can’t Beat America Without Better Chips Learn more about your ad choices. Visit megaphone.fm/adchoices
更多

单集文稿 ...

  • If you're early in your career and looking for insight,

  • inspiration, and honest advice, listen to the Capital Ideas podcast.

  • Hear from capital group professionals about leaning into the differences that make you unique,

  • making decisions that last, and what it means to lead with purpose.

  • The Capital Ideas podcast from Capital Group, available wherever you listen.

  • Published by Capital Client Group Inc.

  • Hey, what's news listeners?

  • It's Sunday, January 18th.

  • I'm Luke Vargas for The Wall Street Journal, and this is What's New Sunday,

  • the show where we tackle the big questions about the biggest stories in the news by reaching out to our colleagues across the newsroom to explain what's happening in our world.

  • On today's show, one year ago, Chinese-made AI model Deepseek shocked the world.

  • Earth-shattering developments in the AI space.

  • Deepseek said his chatbot was created with less than $6 million.

  • The app has become the most downloaded free app in the world.

  • Technology shares on Wall Street have fallen sharply.

  • It's mind-blowing, and it is shaking this entire industry.

  • Since then, China's AI prowess has only grown in ways that could change global tech norms,

  • challenge Silicon Valley's pricing power, and become a bone of contention in the US-China trade war.

  • This week, China's AI strategy and what it means for the world.

  • Let's get right to it.