# US-China Tech
Latest news and articles about US-China Tech
Total: 2 articles found
The Great Pivot: Why China’s Leading Strategists are De-risking from the US AI Boom
East Money’s Chief Strategist Chen Guo is advocating for a strategic rebalancing of portfolios away from the concentrated US AI CAPEX chain toward domestic Chinese assets. Citing slowing growth rates and rising regulatory risks in the AI sector, the analysis suggests that the current market volatility presents a unique opportunity to diversify into undervalued financial and energy sectors.
Navigating the AI Divide: Nvidia Strengthens Ties in China Through Strategic Enterprise Partnership
Nvidia’s global vice president of enterprise AI software, Hemant Dhulla, visited Shanghai-based Hand Enterprise Solutions to forge a deeper partnership. The move underscores Nvidia’s strategy to utilize its software ecosystem to maintain a strong presence in China despite ongoing geopolitical tensions and hardware export restrictions.