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We recently published a list of 9 AI News and Ratings on Investors’ Radar. In this article, we are going to take a look at where Aurora Mobile Limited (NASDAQ:JG) stands against other AI news and ratings on investors’ radar.
According to a Reuters report posted on March 25, Chinese AI firms have made significant progress in closing the technology gap with the U.S., with some areas now only three months behind, according to 01.AI CEO Lee Kai-fu. He highlighted DeepSeek’s advancements in optimizing chip usage and algorithm efficiency, allowing China to compete more closely in AI development. Despite U.S. semiconductor sanctions, Chinese companies have adapted by improving their algorithms, with DeepSeek even surpassing expectations in certain areas like infrastructure software engineering.
As per the report, Lee emphasized that investing in proprietary models is becoming more challenging due to competition from major tech firms and open-source alternatives, leading 01.AI to focus on AI applications instead. The company recently launched Wanzhi, a platform for enterprise AI deployment, and expects substantial revenue growth in 2025.
China Advances AI Despite US Chip Export Controls
Senior foreign officials and major tech companies are urging the Trump administration to ease AI chip export restrictions. In a discussion on March 25, Bloomberg Intelligence analyst Mandeep Singh explained that initial U.S. controls began in 2022 under the Biden administration, limiting the semiconductor kingpin’s high-end chip shipments to China by restricting interconnect bandwidth. These measures expanded with a 168-page diffusion rule categorizing countries based on access levels. Despite restrictions, Chinese firms like Ant Group continue AI advancements by optimizing available resources, including Huawei and AMD chips, reducing pre-training costs by 20% through heterogeneous computing.
According to Singh, the semiconductor kingpin argues that these restrictions are cutting into its revenue, with its China exposure dropping from 20% to below 10%, while AI firms like OpenAI claim the market remains undersupplied, further driving demand for GPUs. Singh noted that U.S. AI models still outperform Chinese counterparts in reasoning and multimodal tasks, giving them a competitive edge. Furthermore, investors remain confident in the Mag 7 stocks, viewing market dips as buying opportunities. However, concerns are rising about data center expansion and energy supply challenges, especially in regions beyond traditional hubs like Virginia.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s Q4 database of over 1000 hedge funds.
