Bloomberg Surveillance · Monday, June 29, 2026
AI is increasingly viewed through the lens of national security and competitiveness, with China potentially holding an edge in open-source models and offering cheaper AI solutions. This geopolitical dimension adds complexity to the global AI landscape, influencing trade and technological development.
“I think the AA has already moved on from just technology to national security, national competitiveness. You see that with the ice ca Hennix news today, where Korea is starting to take its hold on the memory side while the US has Nvidia and the hyper scalers. And I do think China has a lead today around the open source models, around offering the ability to run AI models more cheaply.”
“But every country, because now it's not just about technology, is about national competitiveness, is trying to find its own edge in terms of where it can have a hold in the market in terms of its advantage in competitiveness.”