AI Compute: A Tale Of Two Markets
· seekingalpha.com
AI infra investment remains on a strong growth trajectory, but investment drivers in China and overseas markets are becoming increasingly divergent. Execution will be the key differentiator.
China Asset Management Company (ChinaAMC) is a leading asset manager in China. Founded in April 1998, it is headquartered in Beijing. With RMB 3.15 trillion (US...