Categories: Stocks / ETFs

The Defining Rivalry of the 21st Century: AI as the New Geopolitical Battlefield

By Christopher Gannatti, CFA, Global Head of Research; and Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways In 2025, the U.S. and China unveiled rival AI action plans that mark a clear shift from technology competition to full-scale geopolitical strategy, with compute power now treated as a critical lever of national influence. The U.S. is […]

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