Microsoft (MSFT) President Smith warns that China is winning the AI race as China combines low-cost "open" models with hefty state subsidies

Microsoft's President highlights a competitive concern regarding China's advancements in AI, driven by state support and cost advantages.

Newsquawk StaffPublished 13 Jan 2026, 05:27 UTCOn the live feed at 05:07 UTC, 20 minutes before this page

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05:44

Japanese Defense Minister Koizumi says assessments are ongoing into the impact of China's decision to restrict exports to Japan of dual-use items for military purposes

05:30

Dutch Inflation Rate YoY Final (Dec) Y/Y 2.8% vs. Exp. 2.8% (Prev. 2.9%)

05:07

Microsoft (MSFT) President Smith warns that China is winning the AI race as China combines low-cost "open" models with hefty state subsidies

05:03

UBS (UBSG SW) CEO Ermotti is planning to step down in April 2027, the FT reports citing people familiar with the matter

04:20

Japanese PM Takaichi confirms her intent to hold snap elections, Kyodo reports

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This could impact investor sentiment towards tech stocks, particularly in the U.S., as it raises questions about the sustainability of the American tech lead and potential policy responses. Watch for shifts in market confidence that could affect equities, especially in the software sector.

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