Microsoft's Brad Smith warns about China's momentum in AI

Summary

CNBC Tech Check's Deirdre Bosa reports on Microsoft's Brad Smith warning about China's momentum in AI. A Microsoft report shows Chinese open-source models like DeepSeek gaining global adoption, including 6-10% in North America. Bosa says the messaging cuts both ways, with US Big Tech using national security concerns to push for speed while Chinese AI executives downplay progress to secure NVIDIA chips. Investors should watch the narrative shift but treat it skeptically.

• Microsoft's Brad Smith warned about China's AI momentum.
• Microsoft report shows Chinese open-source models like DeepSeek gaining share outside the West.
• Adoption of DeepSeek in North America is estimated at 6-10%.
• US Big Tech may be emphasizing China AI risk to press policymakers for speed and flexibility.
• Governance is described as a new bottleneck in AI.
• Chinese AI executives including Alibaba are downplaying progress, possibly to secure NVIDIA chips.
• Investors should monitor the policy narrative shift but take it with a grain of salt.