Why a War in the Middle East Made China the World's AI Factory
While headlines focus on the war in Iran and jittery stock markets, the quieter story is that China just became the indispensable workshop for the global AI build-out. That has less to do with cutting-edge chips and everything to do with who makes the unglamorous hardware that AI actually runs on.
Bottom Line
The AI gold rush is supposed to be America's strategic advantage, but the picking-and-shoveling business of supplying it is keeping China's economy strong even through a war that hurt rivals. The deeper the world goes into AI, the more it leans on Chinese manufacturing, complicating every effort to reduce that reliance.
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