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UBS: Does Not Believe There Is a "Bubble" in China's AI Industry

2026.07.24 - 11:18
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7x24h News

UBS: Does Not Believe There Is a "Bubble" in China's AI Industry

Xiong Wei, China Internet Industry Analyst at UBS Securities, stated that Chinese cloud vendors have a more prudent investment pace, emphasizing ROI and sustainability, and he does not believe there is a "bubble" in the Chinese AI industry. Meanwhile, as model capabilities continue to improve and inference demand continues to increase, investment in the Chinese AI industry will gradually grow.

2026.07.24 - 11:18:32

TechFlow news, July 24, UBS Securities China Internet Industry Analyst Xiong Wei stated that Chinese cloud vendors are adopting a more steady investment pace, emphasizing ROI and sustainability, and he does not believe there is a "bubble" in China's AI industry. At the same time, as model capabilities continue to improve and inference demand continues to increase, investment in China's AI industry will gradually increase. (Securities Times)

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