WATCH: AI is high on the agenda as Presidents Trump and Xi meet in Washington this week, after repeated warnings over AI safety. Joachim Klement of Panmure Liberum told @Reuters why China is very unlikely to agree to anything that could slow its AI development https://t.co/YmeXpG
Why now
Thesis: AI rivalry limits any US-China agreement
Catalyst to watch: Summit statements on AI and chips
Main risk: Talks could harden export controls
Why it matters
US-China AI talks with low agreement odds keep export-control and chip-supply uncertainty elevated for semis.
Details
WATCH: AI is high on the agenda as Presidents Trump and Xi meet in Washington this week, after repeated warnings over AI safety. Joachim Klement of Panmure Liberum told @Reuters why China is very unlikely to agree to anything that could slow its AI development https://t.co/YmeXpGGKBv
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- x · 2026-09-22 12:50 UTC