China confirms first AI talks with U.S. have taken place, hints at trade truce extension
Why now
Thesis: US-China AI talks confirm thawing tech relations
Catalyst to watch: Truce extension or formal AI agreement
Main risk: Talks collapse and export curbs return
Why it matters
Confirmed US-China AI talks plus truce hints reduce tech-decoupling tail risk for semiconductors.
Details
Chinese confirmation of the AI discussions came just hours before President Xi Jinping was scheduled to begin talks with U.S. President Donald Trump.
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- cnbc · 2026-09-24 09:40 UTC