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RE: LeoThread 2025-11-07 19-07

in LeoFinance11 days ago

Part 3/13:

He points out that for the US to remain competitive and fully participate in the global AI revolution, it must recognize the importance of Chinese tech players. American investors should consider owning Chinese giants as part of their broader AI strategy. This perspective challenges the traditional view that China is outside the US sphere of influence, emphasizing that both nations are enmeshed in a high-stakes technology arms race.

Exponential Capex Growth: From Hundreds to Billions