Scoring the AI Race, a Year after the DeepSeek Shock
From energy and data centers to chips and applications, how China measures up against the U.S.
Illustration by Nate Kitch
It has been just over a year since DeepSeek shocked markets and its American rivals with the launch of a cutting-edge model. Since then Chinese AI companies have churned out one competitive model after another, proving their ability to keep up with OpenAI, Google and other leading U.S. tech companies.
But as AI makes its way from research labs to workplaces, households and phones, the competition is no longer just about creating the smartest model. “In the early years of the AI boom, the ra
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