As Trump and Xi meet, investors play both sides of AI divide

As Donald Trump and Xi Jinping meet, investors are actively allocating capital across both the United States and China to capitalize on the rapid development of artificial intelligence. Despite the two nations racing to establish independent AI supply chains and competing for technological dominance, financial disclosures reveal that investors are maintaining stakes in both sides of the divide.

Analysts compare this intensification of the AI buildout to the Cold War space race, highlighting the deep financial interdependencies that persist despite geopolitical tensions. While the U.S. and China pursue separate technological ecosystems, the involvement of major financial institutions suggests that market participants are hedging their positions across the competing powers.