Economist Richard Baldwin warns AI valuations could drop sharply if foreign market access weakens and Chinese equipment supplies are delayed. He says a 25% hit to overseas access and 3 year supply delays could halve the AI market.
published
Economist Richard Baldwin warns AI valuations could drop sharply if foreign market access weakens and Chinese equipment supplies are delayed. He says a 25% hit to overseas access and 3 year supply delays could halve the AI market.
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