U.S. media has changed its tune! Compared to China, the United States no longer holds a clear advantage! On July 19, according to Bloomberg, U.S. media reported that the latest K3 large model launched by China's AI startup Moonshot is shaking up the global tech market. The U.S. media candidly admitted that the release of this new model has overturned the long-held perception that the U.S. still leads China in the field of artificial intelligence. It was noted that the model not only outperforms its competitors in multiple benchmark tests, but also matches the top-tier products from two American giants, OpenAI and Anthropic.

Previously, industry experts—including leading figures in China’s AI sector and top U.S. enterprises—generally believed that China still lagged significantly behind the U.S. in developing cutting-edge AI models, with the gap even widening. But now, that gap may have narrowed to just two or three months. Clearly, from the U.S. media’s reporting, it is evident that Moonshot’s latest K3 large model has deeply shocked the American domestic scene, making U.S. officials acutely aware that their competitive edge over China is rapidly eroding.

Naturally, beyond shock, what the U.S. feels more intensely is anxiety. Originally, the U.S. aimed to establish a dominant, monopolistic position in artificial intelligence and set pricing hegemony. However, with domestic large models advancing at breakneck speed, offering lower training and inference costs, and adopting an open-source approach, global enterprises and governments now have a fresh, compelling alternative. The days of U.S. price monopoly are fading, and the U.S. tech stock market faces massive pressure.

In fact, the underlying logic supporting the trillion-dollar valuation bubble in the U.S. AI sector is the absolute monopoly the U.S. once held over advanced large models. Once that lead disappears, capital will swiftly reassess the profit ceilings of companies like OpenAI, causing the earlier valuation bubbles—built on massive investments in computing power—to burst rapidly. Clearly, today’s global AI landscape features one standard set by China and another by the U.S.—exactly what the U.S. fears most.

Original source: toutiao.com/article/1871108171733003/

Disclaimer: This article represents the personal views of the author.