The China pivotMomentum appears to be shifting back toward China. Technicals are improving across Chinese AI equities, capital is rotating back into the region, and the rapid rise of open-source AI is forcing investors to rethink long-held assumptions about U.S. technological leadership.The story is no longer just about China's internet companies. Increasingly, it is about China's AI ecosystem.
America Built AI. China Is Commoditizing It.
Everyone is still debating whether China can compete in AI. Markets may already be asking a different question: What if China doesn't need to win...only commoditize the industry?
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