# The AI Arms Race: Is the US Lead Over China Already Gone?

Page: https://stenobird.com/podcast/investtalk-442958/the-ai-arms-race-is-the-us-lead-over-china-already-gone
Text version: https://stenobird.com/podcast/investtalk-442958/the-ai-arms-race-is-the-us-lead-over-china-already-gone.md
Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958)
Published: 2026-08-07T00:10:48+00:00
Episode link: http://investtalk.com
Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/21f0fc79-7dca-4f04-ad4b-40813bce61a3/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/the-ai-arms-race-is-the-us-lead-over-china-already-gone
Duration seconds: 2654

## Resource

The AI Arms Race: Is the US Lead Over China Already Gone? A provocative new op-ed argues the United States has all but lost its AI advantage over China, just as hyperscalers are posting massive earnings from AI infrastructure spending. We examine what this competitive shift means for technology investors and long-term US economic leadership. Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, AppLovin Corporation (APP), The Yen, Company's Debt, The AI Arms Race: Is the US Lead Over China Already Gone?, Taiwan Semiconductor Manufacturing Company Limited (TSM), Sterling Infrastructure, Inc. (STRL), The Travelers Companies, Inc. (TRV). Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

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## Transcript

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