If the US Slows Down on AI, China Wins, Says Ives
Why now
Thesis: US-China AI competition sustains investment
Catalyst to watch: Trump-Xi meeting outcomes
Main risk: Export controls disrupt supply chains
Why it matters
Analyst argues neither US nor China can slow AI investment, supporting continued capex.
Details
Xi Jinping and Donald Trump will sit down this week to hash out a plethora of thorny issues from trade to Taiwan. One thing both sides agree on: neither can afford to tap the brakes on AI. Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co. joins Paul and Scarlet to discu
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- youtube · 2026-09-23 18:27 UTC