New York University tenured professor Chen Xi: Now is the golden era for Chinese AI companies to go global.

Mr. Chen Xi, the named lifelong professor of Andre Meyer at New York University, delivered a speech at the 2025 Buffett Shareholders Meeting US-China Investor Cocktail Reception, discussing three major frontier trends in the AI investment field: the blue ocean opportunities in AI service going global, the profound changes AI brings to quantitative investment, and the revolutionary impact of AI on overall investment and asset allocation. He also mentioned that now is a golden period for Chinese AI companies to go global, supported by several factors: 1. DeepSeek open source lowers deployment barriers; 2. Investment opportunities behind NVIDIA's stock price fluctuations; 3. Unique advantage of Chinese data annotation talent; 4. The vigorous development of the US market in AI+SaaS, providing huge market opportunities for Chinese AI technology companies, especially in general scenarios such as video generation, document processing, and customer service.