Is the AI war suddenly on hold? Silicon Valley and Shenzhen are both waiting for the outcome of this meal

Currently, the three most sensitive words globally are not "interest rate cuts," but "AI standards."
Because whoever controls AI rules may decide the distribution rights of the next round of the global industrial chain.
Trump's visit to China this time, the market's main focus is not traditional trade, but AI.
The U.S. is worried that China is catching up too quickly in AI, while China is concerned that U.S. rules are too restrictive.
As a result, tech companies around the world are caught in the middle: can chips be sold? Can models cooperate? How can data flow? Can capital invest?
The funniest thing is, Wall Street and Silicon Valley have recently shown remarkably consistent attitudes: stop messing around.
Because the AI industry has now entered a "money-burning mode," everyone fears a sudden supply chain shutdown.
If this meeting can reach a tacit understanding of "limited competition, limited cooperation," market sentiment will immediately improve.
Especially in the AI sector, there could be a global synchronized rebound.
Why? Because capital loves certainty.
Investing in AI used to be like playing the lottery; now it’s more like riding a roller coaster: export restrictions today, sanctions expanded tomorrow, cooperation rumors the day after.
Institutions have been turned into a "quantum state."
So this China-U.S. talks are essentially like installing a "stabilizer" for the global AI industry.
Even if both sides can't fully cooperate, as long as there’s no further escalation, tech capital will become active again.
After all, one of the most absurd things about the AI era is that the world's most advanced chips, largest markets, and strongest manufacturing capabilities are scattered across different countries.
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