U.S., China and the race for cheaper AI 11/10/25

10/11/2025 5 min
U.S., China and the race for cheaper AI 11/10/25

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Episode Synopsis

The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compares to China’s advancing AI efforts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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