The boom of new AIs: the technological cold war

We are witnessing a silent but profound transformation on the global stage: the rise of artificial intelligences (AIs). ChatGPT (OpenAI), Claude (Anthropic), Gemini (Google DeepMind), Bing AI (Microsoft), Ernie Bot (Baidu), Tongyi Qianwen (Alibaba), Copilot (GitHub/Microsoft), Llama 2 & Llama 3 (Meta AI), Perplex AI Pi (Alibaba), and many other agents of technology revolution come to form a much more power but not a chain that is a power.

We are facing a technological cold war, where nations and corporations compete for supremacy in data, knowledge and economic power through technology applied in AIs. According to IDC, artificial intelligence will contribute US$19.9 trillion to the global economy by 2030, representing 3.5% of world GDP.This projection reflects the rapid adoption of AI in several sectors, driving digital transformation on a global scale and bringing, as a consequence, status and power to the companies and countries that created them. That is: the race has already begun and the finish line does not exist.

Historically, the United States has dominated the AI landscape, with giants such as OpenAI, Google and Microsoft setting global standards.However, China has emerged as a technological powerhouse, challenging this hegemony.A notable example of this advancement is Deepseek, a Chinese company that recently launched an AI model aimed at predictive analysis of consumer behaviors and trends.This technology aims to anticipate consumer wants and needs, allowing companies to adjust their market strategies with surgical precision.In the financial sector, this translates into more assertive predictions about risk behaviors and credit trends, potentially redefining the rules of the game in markets such as retail, marketing and financial services.

Meanwhile, American semiconductor giant Intel recently appointed its new CEO with the mission of repositioning the company in a market where competitors such as Nvidia and AMD have stood out. The importance of this move is clear: without state-of-the-art chips, AIs cannot operate in real time, and the competitive advantage is lost. The forecast is that investments in AI chips will exceed US$300 billion by the end of the decade, making this dispute for the dominance of hardware essential for the future of the technology.

Meta, formerly Facebook, is also stepping up its investments in generative AI. Its advanced models seek to personalize ads and create immersive digital experiences, transforming the way we consume content.In addition, advances in image and video generative AIs, such as OpenAI's Sora and Google's Gemini AI, are revolutionizing the production of audiovisual content. Imagine high-quality advertising campaigns being created in minutes, without the need for traditional film crews.

AI redesigning businesses in different industries

However, the AI revolution transcends the technology sector, impacting areas such as finance, retail and marketing. The ability to predict consumer behaviors and trends allows for greater personalization, changing the dynamics between companies and consumers.In the financial sector, predictive models improve risk management and decision making, while in retail, real-time data analysis redefines market strategies and customer relationships. 

In the financial market this scenario requires deep reflection. If AI can anticipate behaviors, it also redefines the perception of risk. If it can generate content and campaigns in real time, it creates new dynamics of consumption and loyalty. The future of credit, delinquency analysis and customer relationship is now being shaped by algorithms that operate incessantly. More than ever, ethics, transparency and governance in the use of AI must go hand in hand with innovation. Because, in this technological cold war, who leads artificial intelligence will not only dominate the market, but also define the directions of the new world that is emerging.

The race for supremacy in AI sets up a new era of global competition, where efficiency, innovation and strategy will determine the leaders of the future. Companies and nations that manage to balance these factors, respecting ethical and social values, will be better positioned to lead this transformation. History shows us that in periods of intense technological competition, opportunities arise to redefine human progress.It is up to us, as a society, to direct this evolution towards a more just future.