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Spe Chen

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Articles

U.S. lead in the AI race with China is rapidly narrowing

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By Luz Ding Verified, Spe Chen, Hayley Warren Verified
| Threat Beat
By Luz Ding, Spe Chen and Hayley Warren • Aug 20, 2026 In the battle for global technological mastery being fought in the labs of AI companies, China is rapidly closing the gap with the U.S. By several key metrics — usage and cost — it’s even taking the lead. That’s a growing concern for American firms such as OpenAI and Anthropic PBC, which are chasing trillion-dollar valuations based on assumptions about their superior capabilities and money-making prospects.
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US Lead in the AI Race With China Is Rapidly Narrowing

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By Luz Ding Verified, Spe Chen, Hayley Warren Verified
| Bloomberg News Verified
10 20 30 40 50 60pts SEP. 2023Best model Best modelSEP. 2023 US Lead in the AI Race With China Is Rapidly Narrowing A spate of compelling releases at budget prices have made China the frontrunner in the race for global adoption. By Luz DingSpe ChenHayley Warren August 19, 2026 In the battle for global technological mastery being fought in the labs of AI companies, China is rapidly closing the gap with the US. By several key metrics — usage and cost — it’s even taking the lead.
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Samsung, TSMC Spur Reality Check After Historic AI Stock Boom

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By Charlotte Yang Verified, Spe Chen, Christopher Udemans Verified
| Bloomberg News Verified
Samsung Electronics Co. and SK Hynix Inc. stock prices displayed at the Korea Exchange in Seoul on May 7. Photographer: SeongJoon Cho/Bloomberg Samsung, TSMC Spur Reality Check After Historic AI Stock Boom By Charlotte YangSpe ChenAndy LinChristopher Udemans May 20, 2026 South Korea and Taiwan have ascended to the ranks of the world’s hottest equity markets this year, as a strong AI-driven earnings surge turns the two semiconductor hubs into essential markets for global investors.
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