两家公司帮助创造了世界上最先进的芯片，但它们的护城河并不一样坚固。随着对人工智能的需求加剧和地缘政治压力的增加，看看哪种优势可能最为重要
Two companies help create the world's most advanced chips, but their moats are not equally durable. See which advantage may matter most as demand for AI intensifies and geopolitical pressure mounts.