Jul. 16 at 3:53 PM
Most investors only focus on U.S. AI leaders, but there is another side of the AI race that deserves attention: China.
Some Chinese companies are building major positions across AI infrastructure, autonomous technology, and cloud ecosystems.
Names I’m watching:
$BABA -China’s AI cloud powerhouse
AI infrastructure, data centers, cloud computing, proprietary LLM development
$XPEV -China’s smart mobility contender
Autonomous driving, AI chips, humanoid robots, future mobility platforms
$BIDU -China’s AI search leader
ERNIE AI models, generative AI, AI-powered search, robotaxi technology
The global AI competition is much bigger than one country. The companies that win may come from anywhere building real AI capabilities.
