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The AI Trade Is Rotating To China
A month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative is changing. China's AI models are closing the gap, valuations remain deeply discounted, positioning is still light, and Wall Street is starting to rotate.
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zerohedge.com
The AI Trade Is Rotating To China
A month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative is changing. China's AI models are closing the gap, valuations remain deeply discounted,…
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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?
