The AI race between China and the U.S. heats up. These stocks could be winners, Bernstein says

Bernstein states the outcome of the China vs. U.S. AI race ultimately depends on each side's ability to power the technology. For investors, this highlights energy supply and power-infrastructure capacity (and related data‑center, energy and semiconductor assets) as potential strategic bottlenecks that could determine competitive advantage.

Analysis

Bernstein states the outcome of the China vs. U.S. AI race ultimately depends on each side's ability to power the technology. For investors, this highlights energy supply and power-infrastructure capacity (and related data‑center, energy and semiconductor assets) as potential strategic bottlenecks that could determine competitive advantage.