Ray Dalio forecasts that China will utilize its manufacturing advantage in the AI competition, similar to its approach with electric vehicles. He highlighted concerns over US tech stocks following the launch of China's DeepSeek AI model, which is expected to disrupt the market due to its cost-effectiveness. Dalio noted that while China may lag in chip technology, it excels in application development. He cautioned that the AI race is pivotal for nations, emphasizing that winning is more crucial than profitability.
Dalio stated, "the Chinese play is going to be chips, very inexpensive chips embedded into manufactured goods, such as robotics. That's how they fight wars."
Ray Dalio emphasized, "AI competition is a war no country can lose, and winning it is more important than profits."
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