The next AI battleground is compute, and China has a cost advantage (NVDA:NASDAQ)
· seekingalpha.com
Analyst sees China as a low-cost AI compute supplier as models commoditize; 543 GW of new power capacity in 2025 could pressure Western tech profits.
Chinese AI stocks outperformed their U.S. peers during the technology sell-off, with most Chinese AI baskets rising in the week to Nov. 5 while their U.S. count...