Tai Hui of JP Morgan Asset Management says China's drive for AI's self sufficiency will drive more competition with incumbents like Nvidia, but global demand for AI processing power and GPUs will continue..
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JP Morgan AM: Chinese companies are trying 'to latch on' to AI investment

Tai Hui of JP Morgan Asset Management says China's drive for AI's self sufficiency will drive more competition with incumbents like Nvidia, but global demand for AI processing power and GPUs will continue.