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Stock impact report

China's Open-Source AI Leap Is Quietly Rewriting The Global Playbook [Forbes]

TENCENT HLDGS UNSP/ADR (TCEHY) 
NASDAQ:AMEX Investor Relations: tencent.com/en-us/investor.html
Company Research Source: Forbes
The prevailing assumption was that whoever controlled the silicon would control the future of AI. But that assumption is starting to crack. The most important shift in the global AI race isn't happening in semiconductor fabs—it's happening in open-source software. China's open-weight large language models (LLMs) have moved from afterthoughts to competitive global alternatives, creating a form of functional parity that neither side openly predicted. When Meta was reported to adopts Qwen as Chinese AI becomes industry foundation , people realized that this parity matters because it is changing how developers build products, how companies budget for AI, and how governments think about technological advantage. Open source is where the world's developers meet —and China is now one of the dominant forces in that space. Why Developers Are Quietly Choosing Chinese Models Publicly, Silicon Valley executives discuss risks, export restrictions and national security. Privately, their engi Show less Read more
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