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US corporate short-termism, driven by quarterly shareholder pressures, is undermining long-term innovation and infrastructure investment. This contrasts with China’s long-term, infrastructure-focused AI strategy.

Impact: Poses a significant competitive risk to US companies, as China’s structural investments may lead to a decade-long advantage in foundational AI capabilities.

— from Convergences Over Trends: Strategic Survival in AI Era · Masters of Scale· Mar 19, 2026