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US Lead in AI Over China Narrows After DeepSeek Gains, BI Says American AI companies’ performance lead over China narrowed sharply in past months to a record low after labs such as DeepSeek gained ground, threatening US tech supremacy, according to Bloomberg Intelligence. Top Chinese models lag their US rivals by just 3% on benchmark scores after the September release of DeepSeek’s V4.1 Flash, BI senior analyst Robert Lea wrote in a report Monday. That’s down from about 9% in May and 15% earlier in the year. That improving performance spells further market share gains for Chinese contenders, he said.
document fetched 2026-10-05 02:55 · canonical https://bloomberg.com/news/articles/2026-10-04/us-lead-in-ai-over-china-narrows-after-deepseek-gains-bi-says