The United States and China are two indisputable global superpowers based not only on their economy and the military, but also on the armament race of artificial intelligence (AI). Chinese Deepseek He called the shock waves and changed the rules of the game in AI. He showed how his AI can do so much or even more with significantly smaller investments than his colleagues in the United States.
The actions of artificial intelligence were sent to falling in the computer and technological sector, which led to the fact that on January 27, 2025 they pulled out more than one trillion dollars of market capitalization. The fear was that this revelation could lead to expenses for the AI infrastructure to sharply slow down, since the companies realized that they were growing.
DEPSEEK shot that the markets rattled
While there were many disputes about the consequences, the belief that the Chinese company can take these steps using the lower generation chips, was incomprehensible. The United States has advantages in the AI ARMS race, including the most advanced Nvidia Co. NASDAQ: NVDA Graphic processors and ASML holds NV NASDAQ: Asml Extreme ultraviolet lithographic machines capable of producing these chips.
There are trade sanctions that do not allow NVIDIA and ASML to sell their main technologies to China in accordance with the problems of national security. Soon after DeepSeek showed that more and more Chinese companies have presented their latest artificial intelligence technologies, which indicates that China was not too far behind with the point of view of AI. Actually, Chinese AI companies operate much better than American art companies, In 2025. Let’s look at the leading publicly traded companies for both countries to see how they are formed.
Microsoft: maintaining an artificial intelligence revolution with Openai Catgpt, the advantage of the first engine
Microsoft Today
As of 4.04.2025 21:00
- 52-week range
- $ 359,48
▼
$ 468.35
- Dividend yield
- 0.92%
- P/e ratio.
- 28.97
- Value is valuable
- $ 508.86
Revolution of artificial intelligence Chala-3-3-3aa. ChatGPT purchased 1 million users in five days or more than 100 million monthly active users two months after launch after launch at the end of 2022. Microsoft Co. NASDAQ: MSFT Invested almost $ 13 billion in the estimated 49% of the ownership of Openai. Microsoft receives 75% of Openai profit until it pays for its initial investment of $ 10 billion, and then the share of Microsoft switches to 49% of the shares in a commercial subsidiary.
Openai is trying to turn into a completely commercial organization, which caused a contradiction with Elon Musk, General Director Tesla Inc. NASDAQ: TSLAwho founded his own artificial art company, XII and its super -hearse colossus, which worked for more than 100,000 NVIDIA graphic processors, on the way to 1 million. Microsoft has exclusive rights to integrate Openai models, such as ChatGPT in its products (that is, Microsoft 365 Copilot, Bing, Azure). MSFT shares are traded with a decrease in -9.3% from the beginning of the year (YTD) as of April 2, 2025.
Google: Gemini get the land
Alphabet today
As of 4.04.2025 21:00
- 52-week range
- $ 145.38
▼
$ 207.05
- Dividend yield
- 0.55%
- P/e ratio.
- 18.09
- Value is valuable
- $ 209,13
Alphabet Inc. NASDAQ: GooglGoogle maternal company is a leading innovator of AI. A little later, he launched his Ai Chatbot with his Google Bard, which later became twins. Google Gemini is a leading artificial intelligence application, which also charges $ 20 a month for access to its premium offers, similar to a subscription of $ 20 a month charged by Chatgpt. It contains more current information compared to ChatGPTWhich is limited to the reference date (that is, April 2024 – the date of knowledge as of April 2, 2025).
Gemini has the estimated user base of 200 million MAUS. Gemini is a universal store for AI, from solving complex problems to creating images. Gemini also promotes AI Google Search reviews that appear when using Google search. Gemini 2.5 represents “mental” models that use step -by -step reasoning to respond to requests. Googl shares are traded with a decrease in -17.2% YTD as of April 2, 2025Field
Baydu: Ernie Ai Beres Chatgpt in multimodal mode, recognizing memes
Bayda today
As of 4.04.2025 21:00
- 52-week range
- $ 77.20
▼
$ 116.25
- P/e ratio.
- 8.99
- Value is valuable
- $ 111.25
Leading China Search System, Baidu Inc. NASDAQ: StartIn March 2023, she unfolded her large language model (LLM), only after the China government approved him. Ernie Bot was his own version of Catgpt Baidu. Ernie acquired more than 100 million users for several months after launch. His latest version, Ernie X1 and Ernie 4.5, was launched in March 2025. Ernie X1 is a model of reasoning that competes with Deepseek R1. Ernie 4.5 expands using multimodal capabilities (text, images, audio) and integrates into its cloud service.
This allows cross-modal reasoning, as an understanding of memes and slang. Baidu claims to have more than 300 million active users per month. Baidu also plans to open the source of its Ernie models, starting with 4.5 to overload its widespread acceptance in June 2025. Baidu claims to do what Deepseekr1 does at half the cost. Bidu shares are traded at 8.3% YTD as of April 2, 2025.
Alibaba: Chief Chinese LLM QWEN in China
Alibaba Group today
- 52-week range
- $ 68.36
▼
$ 148.43
- Dividend yield
- 0.84%
- P/e ratio.
- 16.84
- Value is valuable
- $ 148.14
Leading Chinese operator of the e -commerce platform Alibaba Group Holding Ltd. NYSE: Baby He launched his flagship LLM Tongyi Qianwen, the nickname QWEN, in April 2023 through the cloud unit of Alibaba. QWEN 2.5 -MNI-7B is a unified end-to-end model that can process text, audio, images and video and generate text in real time and natural speed. Its compact size makes it an ideal basis for the development of AI agents.
According to Alizili, he has many practical options for use: “For example, the model can be used to convert lives by helping users with visual impairments through environmental descriptions in real time, offering step-by-step recommendations for preparing the preparation by analyzing videos or leading customer service that really understand the needs of customers.” It is bilingual in Chinese and English. Alibaba Cloud claims that the QWEN 2.5 Beats Beateek and GPT-4O model. Alibaba Cloud plans to launch QWEN 3 in April 2025. In terms of promotive promotions, Alibaba is a clear winner. BABA shares are traded at 53.1% YTD as of April 2, 2025.
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