China's global AI adoption accelerates

Summary

CNBC's Deirdre Bosa reports on Microsoft's warning that Chinese open source AI models like DeepSeek are gaining global adoption, especially in Africa and the developing world. She notes that US big tech is using the China risk narrative to press policymakers for faster domestic AI data center buildout amid rising local opposition and $64 billion in delayed projects. The segment also highlights messaging tactics on both sides, including Chinese companies downplaying progress to secure NVIDIA chips, and concerns that the West may be complacent about China's central planning advantages in power capacity.

• Microsoft President Brad Smith warns Chinese open source models are spreading globally, urging US attention.
• Microsoft's global AI adoption report shows Chinese models gaining share outside the West.
• Deirdre Bosa says US big tech is using China risk to push for faster domestic data center buildout.
• Over $64 billion in US data center projects have been blocked or delayed, more than double two years ago.
• Local pushback and less generous tax incentives are prompting big tech to seek federal-level solutions.
• Chinese AI executives may be downplaying progress to maintain access to NVIDIA chips.
• Concerns that the West could be complacent as China's central planning enables massive power capacity.