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IndustryUS vs ChinaMulti-sourceSelected73°15:02
Goldman Sachs: US Outspends China on AI Compute $806bn vs $110bn

The compute gap is smaller than it looks, because efficiency gains let Chinese labs deliver competitive inference at a fraction of the infrastructure cost. Developers and procurement teams choosing between US and Chinese models should track OpenRouter usage rankings and token pricing rather than headline capex figures. Goldman expects the next competitive front to be virtual-worker use cases in finance, legal and accounting workloads.

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AI Will@FinanceYF54 sourcesSource
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