China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze | Fortune

Mohit Kumar, Jefferies's global macro strategist, cites valuations, cheap power, and "wider adoption of AI" for his bullishness on China's tech sector.

By · · 1 min read
China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze | Fortune

Source: Fortune

Mohit Kumar, Jefferies's global macro strategist, cites valuations, cheap power, and "wider adoption of AI" for his bullishness on China's tech sector.

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