Malo Santo CEO: AI 'cold war' between U.S.-China is 'now turning bilateral'

Summary

X. Eyeé, CEO of Malo Santo, discusses the escalating AI cold war between the US and China. He highlights China's blocking of Meta's acquisition of Manus and the release of DeepSeek's new V4 model, which was built on Huawei chips and outperforms many competitors. The model signals a strategic shift by China away from American hardware, intensifying competition and putting pressure on US AI companies.

• China blocked Meta's acquisition of the AI startup Manus, escalating bilateral tensions.
• DeepSeek released a new V4 AI model that outperforms major competitors and is free.
• DeepSeek V4 was built and trained on Huawei chips, not NVIDIA, showing China's move away from US hardware.
• The model's efficiency and zero-cost access intensify the AI price war.
• The AI race is heating up on both the software model side and the hardware supply chain.