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US Leads AI Innovation with Vertical Integration Amid Supply Chain Concerns

Bloomberg Tech · Jun 9, 2026, 5:44 PM · Also reported by 3 other sources

Lei Qiu, head of thematic equities at Allianz Bernstein, discusses the evolving landscape of AI investment and innovation, emphasizing the United States' competitive edge in AI technology and infrastructure. Despite geopolitical tensions, particularly between the US and China, the US maintains a str

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US Leads AI Innovation with Vertical Integration Amid Supply Chain Concerns

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