
Dividend Collector
Rate Of ReturnThe global AI chip export control is a clear signal that the US is trying to preserve their dominance over the rest of the world by controlling the access to leading edge technology. This layer of geopolitical fabric veils the certainty for global businesses seeking to employ AI at scale. This would inadvertently drive businesses to diversify and reconsider the use of Chinese alternatives (or a mix of both), especially if both are now equally risky. Right now the Chinese tech companies are undervalued. Would it lead to a renewed and sustained interest in them? We shall sit back and see how it unfold.
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