AI & Enterprise
JPMorgan says China\'s AI battleground is business value, not performance
Competition in China’s AI market is shifting from model performance to real business value, Hong Kong’s South China Morning Post reported, citing JPMorgan’s China equity research head Alex Yao. He said the market is rapidly consolidating around a small number of leading firms with global competitiveness. Yao said commercialisation will favour companies that can turn consumer features into stable enterprise infrastructure and deliver measurable value.