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Why "Good Enough" AI Is Becoming a Big Problem for Chip Stocks
In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond “good enough,” and I’ll show you where the better opportunities lie instead.
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euobserver.com
Chip shortages forced China to find way to make cheaper AI models than US
China became a hub of industrial manufacturing because it was able to produce essentially the same goods as Western countries, but much more cheaply. Something similar is now…
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theage.com.au
Scared by tech’s debt deluge, investors are questioning the AI boom
Shares in AI-related companies have been falling as competition from China, rogue AI agents, complex financing deals and vast capital expenditures stress the markets’ capacity to…
