Several weeks ago we laid out the increasingly attractive proposition for global enterprises that are Chinese LLM: 95% of the latest US frontier model capabilities and 10% of the cost. Why pay the premium, when one way or another someone will steal your IP, be it Dario Amodei or Beijing? India, it appears, agrees.
According to the NIkkei, Indian companies are increasingly leaning on Chinese large language models - developed by DeepSeek, Alibaba and Moonshot AI (the same LLMs which we said recently are poised to overtake US models as the best "value proposition", and profiled here) - to contain their artificial intelligence spends, in the process extending India's reliance on China for cutting-edge technologies despite a long history of standoffs between the neighbors.
A schematic of China's AI/Hyperscaler ecosystem is shown below (excerpted from here).
Puneet Kumar, CEO at Mirae Asset Venture Investments India, said that several consumer technology startups that he has met since mid-2025 use such Chinese open-weight LLMs -- those that rely on publicly accessible parameters -- which h
