China's AI landscape has one b

China's AI landscape has one big winner, Deepseek. All others are rather smaller. Due to the competitive nature on China, monetization will be challenging. In particular, consumer AI, Its almost all Deepseek. Others practically had zero exposure/public recognition. For companies like Baba who doesn't have good gov relations, the only way is to compete outwards onto the global stage. Baba will need to show that it's globally competitive to the likes of Google Gemini, OpenAI etc. $BABA-W(09988)$ $Alibaba(BABA)$

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Modified in.05-23

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