The AI trade is splitting into two worlds, Goldman Sachs says

Business Insider (Poland)

Factuality

Ownership

AI trade is fragmenting into US- and China-led ecosystems, according to Goldman Sachs. China's AI ecosystem is becoming increasingly self-sufficient as technological gaps narrow. AI exporters from China and companies operating in the domestic market are increasingly driven by different factors.

DiarioBitcoin

Factuality

Ownership

Goldman Sachs argues that investment in artificial intelligence no longer responds to a single global market: it distinguishes an ecosystem led by the US and another that China builds with its own companies, models and infrastructure. The division is also reflected in the performance and engines of Chinese shares linked to AI.

Business Insider (Spain)

Factuality

Ownership

The investment bank considers the Chinese ecosystem to be increasingly self-sufficient and rivaling the US.