UBS outlined three reasons to favour U.S. artificial intelligence firms over those of China:
Higher Capex: U.S. AI firms are investing more heavily (20% vs. China’s 11.7%), reinforcing long-term competitive advantage.
Stronger R&D: Greater U.S. research spending boosts chances of breakthrough innovations.
Better Monetization: U.S. companies have clearer paths to turning AI advances into revenue and profit.
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