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Bloomberg:Technology· Saritha Rai·· 4 小时前AI 评分52

Bloomberg Intelligence:DeepSeek 进步后美国对华 AI 领先优势收窄至 3%

US Lead in AI Over China Narrows After DeepSeek Gains, BI Says

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Bloomberg Intelligence 报告称,美国 AI 公司对中国同行的性能领先优势在过去几个月大幅收窄至历史低点。资深分析师 Robert Lea 写道,自 9 月 DeepSeek 发布 V4.1 Flash 后,中国顶级模型在基准分数上仅落后美国对手 3%,低于 5 月的约 9% 和今年早些时候的 15%,并认为这一性能提升将为中国竞争者带来进一步的市场份额增长。

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Technology

AI

US Lead in AI Over China Narrows After DeepSeek Gains, BI Says

Image 1: The Deepseek website arranged on a computer in Shanghai, China.

The Deepseek website arranged on a computer in Shanghai, China.

Photographer: Raul Ariano/Bloomberg

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By Saritha Rai

October 4, 2026 at 9:03 PM UTC

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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.

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