An analyst described China's nascent AI industry as likely to diffuse across firms and sectors, keeping room for competition and opportunities for new entrants.
Counterpoint Research's Wei Sun said there remains room for competition in China's nascent artificial intelligence industry, describing the country's approach as industrial diffusion in a CNBC interview.
Sun framed industrial diffusion as the driver shaping how AI capabilities and investment spread across firms and sectors, which he presented as the reason new entrants can still find opportunities.
The interview positioned the trend at the sector level rather than attributing it to any single company, signalling an environment where diverse players, across software, hardware and services, could participate, per Sun.
The commentary aired on CNBC's Squawk Box Asia, providing the immediate public milestone for Sun's assessment of prospects for China's AI industry.
