U.S., China and the race for cheaper AI 11/10/25 cover art

U.S., China and the race for cheaper AI 11/10/25

U.S., China and the race for cheaper AI 11/10/25

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The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compares to China’s advancing AI efforts.


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