Alibaba – China's AI Giant Bets Everything on One Card and Directly Challenges NVIDIA!
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The AI boom has long since opened a second front: It's no longer just about computing power itself, but the question of who builds the chips for it that determines the power dynamics. I have seen a clear trend reversal here for some time, which is now being confirmed again – Beijing wants to break its dependence on the West, and ironically, the tech companies are vigorously driving this course forward. For investors, the most exciting story is shifting from the American giants to the Chinese challengers. This was clearly evident in Asia recently....
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