Polsia AI CEO Ben Cera\u2018s argued that China is releasing state-of-the-art open-source (SOTA) AI models in the U.S., like GLM-5.2, that perform nearly as well as leading frontier models at a fraction of the cost, making it hard for companies to justify spending $100 million when similar capabilities may be available for around $5 million.<\/p>\n
In an X post on Tuesday, he cautioned that this would force enterprises to slash AI spending from millions to fractions, collapsing OpenAI and Anthropic valuations. <\/p>\n
\u201cChina will crash the US stock market this year,\u201d he wrote, while adding, \u201cThe bubble isn\u2019t AI. It\u2019s the price of AI. And it\u2019s about to pop.\u201d<\/p>\n
\u201cGoogle has an infinite war chest. they\u2019ll be fine,\u201d he stated. <\/p>\n
However, Futurum Group CEO Daniel Newman\u00a0dismissed the prevailing notion that U.S. enterprises are going to increasingly favor Chinese open-source models over frontier\u00a0labs like OpenAI or Anthropic.<\/p>\n
In an X post on Monday, Newman stated, \u201cThis whole U.S. enterprises are\u00a0going to use Chinese open\u00a0source models instead of frontier\u00a0labs narrative is an absolute\u00a0heaping pile of ***.\u201d<\/p>\n
Why Chinese AI Models Are Gaining<\/p>\n
Founded in 2019, Zhipu AI is one of China\u2019s leading AI startups developing large language models to reduce reliance on U.S. technology. Although it was added to the U.S. Commerce Department\u2019s Entity List in January 2025 over alleged support for China\u2019s military AI efforts, OpenAI said that the company made significant global progress by providing AI infrastructure to governments.<\/p>\n
Disclaimer:\u00a0This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.<\/p>\n
Image via Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"Polsia AI CEO Ben Cera\u2018s argued that China is releasing state-of-the-art open-source (SOTA) AI models in the U.S.,…\n","protected":false},"author":2,"featured_media":90815,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[20703,9146,8789,8111,5893,7776,9655,5896,5892,157,5891,19945,7777,7778,7707,47942,9466,47943],"class_list":["post-90814","post","type-post","status-publish","format-standard","has-post-thumbnail","category-openai","tag-category-asia","tag-category-government","tag-category-large-cap","tag-category-markets","tag-category-news","tag-category-private-markets","tag-category-startups","tag-category-tech","tag-cms-wordpress","tag-openai","tag-pageisbzpro-bz","tag-symbol-baba","tag-symbol-goog","tag-symbol-googl","tag-tag-anthropic","tag-tag-chinese-tech-stocks","tag-tag-openai","tag-tag-us-china"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/90814","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=90814"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/90814\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/90815"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=90814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=90814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=90814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}