China quietly profits from US AI boom despite Washington’s tech curbs: research

Despite US efforts to restrict Chinese technology, China is benefiting from the US AI boom. Research from Oxford Economics indicates that the surge in US data center projects, estimated at $2 trillion, is driving increased imports of electronic goods. Much of this equipment, including semiconductors and servers, is sourced from Asia, including China, and Mexico. This increased demand is translating into profits for Chinese technology manufacturers, effectively allowing China to indirectly capitalize on US AI investments despite Washington's curbs on technology ties. The US data center boom is therefore creating a ripple effect through Asian technology supply chains, benefiting China.