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Stock impact report

CNBC's The China Connection newsletter: For Chinese businesses, it's not about which AI is the smartest [CNBC]

Unilever PLC American Depositary Shares (each representing One Ordinary Share) (UL) 
US:NYSE Investor Relations: unilever.com/investor-relations
Company Research Source: CNBC
Many companies in China care more about AI that can deliver for less. As China-made AI models ramp up their intelligence capabilities, they're offering it at far lower prices than their U.S. rivals. This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here. The big story Will the U.S. or China win the artificial intelligence race? That's the big question for investors wondering where they should put their money. But frequently, I've found that many companies in China are asking a different question: Which AI tools can help me survive in a tough economy? All this means that investors who choose an AI “winner based on smarts alone likely overlook a bigger story. Dado Ruvic | Reuters First, there's the cost factor. While OpenAI's gpt-oss open-weight model and DeepSeek are the cheapest AI models to operate – 30 cents per 1 million tokens – Go Show less Read more
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