The US–China AI Competition: Models, Compute, Capital and Strategy
The US spent 23 times more than China on private AI investment in 2025 — $285.9 billion versus $12.4 billion[1] — and yet the performance gap between the best American … Read more
The US spent 23 times more than China on private AI investment in 2025 — $285.9 billion versus $12.4 billion[1] — and yet the performance gap between the best American … Read more
There’s a simple model for understanding Asia’s digital economy, and most people haven’t drawn it yet. Three layers — advertising, commerce, and artificial intelligence — are collapsing into a single … Read more
AI shopping agents are already redirecting how consumers find, evaluate, and buy products online — and McKinsey estimates that agentic commerce could orchestrate between $3 trillion and $5 trillion in … Read more
Asia-Pacific’s AI market hit an estimated $102.6 billion in 2025, making it the fastest-growing AI region on the planet at a 34.5% compound annual growth rate (MarketsandMarkets). But that headline … Read more
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