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Artificial intelligence
fromFortune
1 day ago

Jefferies' Chris Wood called Japan's crash and the U.S. housing bubble. He's now warning of an 'AI capex arms race' | Fortune

An AI capex arms race concentrates profits in infrastructure providers, risks an over-investment bust, and shifts opportunity toward China due to energy and pragmatic deployment.
Artificial intelligence
fromwww.dw.com
1 month ago

China's AI ambitions target US tech dominance DW 10/21/2025

China is rapidly building AI capability through massive investment, competitive startups and tech giants, narrowing the gap with the US in cost-efficient, scalable AI.
Artificial intelligence
fromBusiness Insider
1 month ago

Alibaba's Joe Tsai says the AI race has no winner - and the US has to learn from China

AI competition favors rapid adoption and real‑world deployment of efficient, smaller models rather than building the largest or most powerful models.
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