China is quietly redefining the AI race – and markets are starting to price in another epicenter, as a multipolar AI world creates “significant opportunities” for investors.
This is the bullish analysis from James Green, regional director at Deavere Group with global experience across 18 regulated financial institutions. The market took a massive hit after Nvidia CEO Jensen Huang said China’s Large Language Model (LLM) OpenGL is “definitely the next ChatGPT.”
He described it as a fundamental shift that expands what individuals can do with AI.
OpenClaw is an AI agent capable of performing real-world tasks such as booking transportation and making reservations, marking a clear evolution from passive LLMs to functioning systems.
James Green says this change represents a structural turning point for investors.
“AI is moving from answering questions to completing transactions. This changes everything.
“The next phase of the AI story is not just about intelligence; it’s about execution, and who controls it.”
Recent market activity underlines this point. Providers of the underlying models powering these agents have proliferated, while major Chinese tech companies are accelerating integration into the consumer ecosystem.
Companies embedding agentic AI into widely used platforms are getting immediate investor recognition.
The Deavere investment director says this is where a potentially “significant opportunity” lies.
“Every action taken by an AI agent—like booking a ride, ordering food, managing schedules—creates a potential revenue source.
“We are seeing the emergence of a new layer of the global economy, where AI platforms act as intermediaries for large-scale transactions.”
He further said that investors have not yet fully invested in this transformation.
“The market has focused a lot on model development, but monetization is a level up.
“The winners are likely to be those that incorporate AI into everyday user behavior and control the flow of transactions.”
This dynamism is particularly evident in China, where the integrated digital ecosystem allows rapid deployment.
Major tech companies are racing to incorporate agentic AI into messaging, payments, and cloud services, creating tightly connected environments in which users can move seamlessly from intention to execution.
“China’s advantage is not just innovation, but integration,” says James Green.
“The ability to deploy these systems on platforms that already handle payments, communications and services gives companies a powerful edge in achieving value faster.”
He also points to the implications of global competition.
“We are moving into a multipolar AI landscape, where leadership is shared rather than concentrated.
“For investors, this significantly expands the opportunity set.”
Despite geopolitical tensions, capital is pursuing efficiency.
“Investors are pragmatic. If a platform can generate transactions and monetize at scale, it will attract capital regardless of geography.”
He emphasizes that this is still an early stage change, but it will have far-reaching consequences.
“Agent AI is redefining what it means to be a technology company. These companies are becoming brokers of economic activity, not just providers of digital tools.”
“The next phase of AI-driven market performance, we expect, will be shaped by companies that can turn intelligence into action, and action into revenue.
“This is where the real benefits are now likely to emerge.”
