Inside ETFs: Should you bet on China's AI boom?

China’s AI industry is unleashing a wave of new models that’s rapidly eroding Silicon Valley’s long-held lead, intensifying the race to dominate the next generation of AI. But Brian Krawez from Scharf Investments told Reuters this fierce competition could instead produce a 'Goldilocks economy' - one where no single tech giant dominates and businesses gain access to increasingly powerful tools at lower cost.

Aug 4, 2026 - 20:00
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Inside ETFs: Should you bet on China's AI boom?
China’s AI industry is unleashing a wave of new models that’s rapidly eroding Silicon Valley’s long-held lead, intensifying the race to dominate the next generation of AI. But Brian Krawez from Scharf Investments told Reuters this fierce competition could instead produce a 'Goldilocks economy' - one where no single tech giant dominates and businesses gain access to increasingly powerful tools at lower cost.

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