Big news in the AI space last week

That is, the two charts below
They represent two legs of China’s AI strategy
1️⃣ Huawei Ascend 950 = computing sovereignty
The universe’s most advanced super-node architecture
2️⃣ WAICO = rules sovereignty
Challenging the U.S.-led AI hegemony alliance
For U.S. stocks, the short term is still positive for leading AI players like NVIDIA
But in the long run, if Huawei’s computing ecosystem and WAICO continue to expand
the global monopoly premium earned by U.S. AI companies will face downward pressure
And the AI industry may gradually evolve into something like the “dual-ecosystem system” during the Cold War
The U.S. may not be able to win
The U.S. will most likely lose