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The Chinese AI Takeover Is Here, But This Canadian Stock Still Looks Safe [Yahoo! Finance Canada]
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
In 2025, Chinese artificial intelligence (AI) stocks cast a long shadow over the world's equity markets. Ever since the first DeepSeek R1 model dropped in January, China has released one model after the other, some of them topping global leaderboards. The success of China's AI models and applications has caused considerable hand-wringing in Silicon Valley, where tech CEOs worry about having to compete with a leaner, meaner competitor. China has been able to train its AI models much more cheaply than Silicon Valley has been, avoiding the multiple hundred billion dollar price that the latter is paying. Many of Silicon Valley's biggest tech companies are posting declining free cash flow (FCF) this year due to their AI capital expenditures (CAPEX). The big Chinese companies, however, are spending much less, using homegrown Chinese chips instead of pricey NVIDIA GPUs. This cost advantage has led to worries that China will eventually “disrupt” the likes of ChatGPT and Perplexity. Wheth
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