AI & Enterprise
U.S.-China AI race hard to win alone as South Korea, Japan roles stand out
The United States and China will struggle to gain an edge in the race for AI leadership without relying on other countries’ technology and supply chains, an analysis said. Matty Zhao of Bank of America Global Research said the global tech supply chain is deeply intertwined. He cited China’s dependence on foreign advanced chips and some materials, and U.S. constraints from an ageing power grid and rising electricity concerns tied to data centres.