China’s AI ‘hundred model’ war shifts to enterprise value, JPMorgan says

South China Morning Post - Jun 14, 2026

The drive for AI monetisation among Chinese tech companies has become a battle over “delivering measurable business value” rather than raw technical performance, according to Alex Yao, head of China equity research at JPMorgan. China’s AI landscape was rapidly consolidating from a fragmented “hundred-model” battle down to a smaller group of globally competitive leading players, particularly those that could transform consumer-facing features into reliable enterprise-grade infrastructure, Yao...

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