Eric Wen of Blue Lotus Research Institute says that U.S. AI companies tend to be proficient with productivity and business solutions while Chinese AI companies tend to focus on entertainment and consumer uses, and that ultimately the returns from investing in Chinese AI companies would be very close to those from the U.
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China has a unique angle in AI and its firms are not easily replaceable by their U.S. counterparts: Analyst

Eric Wen of Blue Lotus Research Institute says that U.S. AI companies tend to be proficient with productivity and business solutions while Chinese AI companies tend to focus on entertainment and consumer uses, and that ultimately the returns from investing in Chinese AI companies would be very close to those from the U.S..