US investment firms Thrive Capital and Capital Group have recently taken a closer look at China’s expanding artificial intelligence sector. This move comes on the back of notable achievements by Chinese AI company DeepSeek, which has caught the eye of Silicon Valley.
Insiders say that top representatives from Thrive Capital met with local companies and investment funds to better understand the market dynamics, although founder Joshua Kushner wasn’t part of the delegation. Meanwhile, Capital Group—one of the world’s largest investment funds—also dispatched senior executives to gauge the potential of China’s tech scene.
The timing aligns with Benchmark Capital’s recent investment in Butterfly Effect, an emerging AI service start-up founded by Chinese nationals. This growing interest hints at a shifting perspective among investors, as China’s AI sector increasingly looks capable of standing alongside established names like OpenAI and Anthropic.
If you’ve ever wondered how global tech trends impact investment strategies, these visits highlight the emerging opportunities and risks within the AI landscape.
