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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.

Industry

S&P says foundries can withstand AI investment slowdown, Asia-Pacific semiconductors more defensive

Asia-Pacific semiconductor foundries can absorb a bigger shock than other tech hardware segments even if AI investment slows, an S&P Global Ratings analysis showed. S&P assessed four core sectors under downside scenarios, including hyperscalers cutting capex and AI project delays caused by infrastructure bottlenecks. It ranked foundries as the most resilient, citing business models and advanced-process competitiveness. Memory makers could be more sensitive to a faster-than-expected peak in AI demand, it said.

AI & Enterprise

China AI firms\' open-weights strategy questioned as revenue trails OpenAI, Anthropic by 90 percent

Seven major Chinese AI developers’ annual recurring revenue is about one-tenth that of OpenAI and Anthropic, the South China Morning Post reported, citing Rhodium Group estimates. OpenAI and Anthropic together exceed $100 billion. ByteDance and Alibaba lead among the Chinese firms, while some, including Moonshot AI and DeepSeek, pursue fundraising at high valuations. Analysts also warn heavy computing investment could prolong losses, and open-weights strategies may hinder monetisation.