Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

Moody’s expects Chinese hyperscale cloud providers to sharply increase capital spending, but still remain far behind U.S. peers, adding pressure on free cash flow and increasing…

Editor’s note: This article was written by Lucia, a TechNode reporter. At a Sept. 1 online media briefing for the 23rd UBS Securities A-Share Seminar,