US vs. China AI: Who’s Winning the Real Economy?

The U.S. leads in AI invention, frontier models, semiconductors, and research. But China is pulling ahead in applying AI at scale, especially in manufacturing.

In 2024, China installed nearly 295,000 industrial robots, about 9X more than the U.S., and boasts 5X the total robot population in factories. Around 45% of Chinese manufacturers use AI today, compared to just 8% in the U.S.

While U.S. AI capex focuses on cloud and advanced tech, China invests heavily in factory automation and logistics, translating AI into real productivity gains.

Humanoid AI is already in practical use in China, while the U.S. remains largely experimental.

The real question: Is the U.S. under-deploying its AI advantage?

For a deeper dive, check out my article and my book, The Intelligent Age.

Article: https://nedgandevani.nmgfunds.com/articles/

Book on Amazon: The Intelligent Age: How Code, Coin, and Culture Are Reshaping the Digital Economy

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