Why The U.S.-China AI Arms Race Is Entering A Critical New Phase [Forbes]
U.S. Global Investors, Inc. - Class A (GROW)
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Source: Forbes
race due to the country's expanding power capacity and lack of regulatory bottlenecks that slow things down here in the U.S. Whether Huang is ultimately proven right or wrong, his comment reveals just how hot the race is heating up. No question about it, the biggest players in AI right now are the U.S. and China. Both superpowers understand that whoever leads in this still burgeoning industry will likely influence global standards, intelligence gathering, national defense, commerce and so much more for decades to come. From where I stand, the future of AI leadership comes down to three things: chips, power and cybersecurity. The U.S. dominates when it comes to AI models. OpenAI (which launched ChatGPT three years ago this month), Anthropic, Google, Meta and others remain well ahead of the competition in terms of raw performance and global influence. China is closing the gap faster than I think many investors realize. Chinese firms such as DeepSeek, Alibaba and Moonshot are d
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