UBS outlined three reasons to favor U.S. artificial intelligence firms over those of China


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UBS outlined three reasons to favour U.S. artificial intelligence firms over those of China:

  1. Higher Capex: U.S. AI firms are investing more heavily (20% vs. China’s 11.7%), reinforcing long-term competitive advantage.

  2. Stronger R&D: Greater U.S. research spending boosts chances of breakthrough innovations.

  3. Better Monetization: U.S. companies have clearer paths to turning AI advances into revenue and profit.

This article was written by Eamonn Sheridan at www.forexlive.com.

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