Investors Assess China's Long-Term Competitive Edge in AI Against the US

Aug 10, 2026

AI Summary

The competition between the US and China in artificial intelligence is heating up, prompting investors to evaluate which companies possess sustainable advantages.

The US-China AI race is intensifying, with investors focusing on long-term competitive advantages.
Paulina McPadden from Baillie Gifford emphasizes the resilience of companies like TSMC, SK Hynix, and ASML.
Shopify and MercadoLibre are identified as significant players benefiting from AI developments outside the semiconductor industry.

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Investors Assess China's Long-Term Competitive Edge in AI Against the US

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