Microsoft Executive Warns on US-China AI Competition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 17 hours ago
0mins
Should l Buy BIDU?
Source: CNBC
- Intensifying US-China Competition: Microsoft President Brad Smith highlighted at the AI Impact Summit in New Delhi that while the US has advantages in chip access and technological innovation, Chinese government subsidies could significantly alter the competitive landscape, particularly in developing markets.
- Impact of Chinese Subsidies: Smith noted that the Chinese government supports its AI firms through multi-billion-dollar national investment funds and energy vouchers, a strategy that previously enabled companies like Huawei and ZTE to disrupt the telecommunications market, forcing some American and European firms into a defensive position.
- Global Data Center Presence: He emphasized that Chinese firms like Huawei and Alibaba have established data centers worldwide, and they may continue to leverage state subsidies to enhance their market competitiveness, posing challenges for companies in other countries.
- Microsoft's Investment Plans: Microsoft aims to invest $50 billion by 2030 to promote AI development in the
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Analyst Views on BIDU
Wall Street analysts forecast BIDU stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 137.330
Low
140.00
Averages
170.39
High
215.00
Current: 137.330
Low
140.00
Averages
170.39
High
215.00
About BIDU
Baidu Inc is a Chinese language Internet search provider. The Company operates its businesses through two segments, Baidu Core segment and iQIYI segment. Baidu Core segment mainly provides search-based, feed-based, and other online marketing services, as well as products and services from the Company’s new artificial intelligence (AI) initiatives, such as display advertisement and based on performance criteria other than cost-per-click, cloud services, smart devices and services, non-marketing consumer-facing services such as membership, and intelligent driving. iQIYI segment produces, aggregates and distributes a wide variety of professionally produced content, as well as a broad spectrum of other video content, in a variety of formats, including a variety of products and services encompassing online video, online games, online literature, comics and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Impact of Chinese Subsidies: Smith noted that the Chinese government supports its AI firms through multi-billion-dollar national investment funds and energy vouchers, a strategy that previously enabled companies like Huawei and ZTE to disrupt the telecommunications market, forcing some American and European firms into a defensive position.
- Global Data Center Presence: He emphasized that Chinese firms like Huawei and Alibaba have established data centers worldwide, and they may continue to leverage state subsidies to enhance their market competitiveness, posing challenges for companies in other countries.
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- Impact of Chinese Subsidies: Smith noted that the Chinese government supports its AI firms through multi-billion-dollar national investment funds and energy vouchers, a strategy that previously enabled companies like Huawei and ZTE to disrupt the telecommunications market, forcing some American and European firms into a defensive position.
- Global Data Center Presence: He emphasized that Chinese firms like Huawei and Alibaba have established data centers worldwide, and they may continue to leverage state subsidies to enhance their market competitiveness, posing challenges for companies in other countries.
- Microsoft's Investment Plans: Microsoft aims to invest $50 billion by 2030 to promote AI development in the
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- Further Volatility: On February 13, 2026, Baidu was again listed by the Pentagon as aiding the Chinese military, but the list was withdrawn minutes later, causing nearly a 5% intraday drop in stock price, further harming investors.
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- Whistleblower Program: The firm encourages individuals with non-public information to utilize the SEC Whistleblower Program, which offers rewards of up to 30% of any successful recovery, underscoring the importance of investor protection.
See More
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Focus on Geoeconomics: Hillman's work emphasizes the intersection of economics and international relations, particularly in the context of China's global influence through digital infrastructure.
See More
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