China’s AI Build-Out Is Cheaper and Faster than the US: What It Means for BABA

Posted on by Eben@CANSLIM Research

In a report examining China’s AI development path and its implications for the internet sector, the analysis argues that the country’s AI build-out is being driven by hyperscalers taking on multiple roles across the supply chain — from models and cloud infrastructure to applications. The industry view is Attractive.

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