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China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze | Fortune
Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.
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cnbc.com
The AI race between China and the U.S. heats up. These stocks could be winners, Bernstein says
Whether China or the U.S. wins the race for artificial intelligence ultimately relies on the ability to power the new technology, according to Bernstein.
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fortune.com
China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze | Fortune
Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.