AI Ecosystems May Become New Faultline Between U.S. and China -- Market Talk

Dow Jones01-15

0144 GMT - China remains close to the frontier of AI development despite hardware constraints, Capital Economics says, and sees AI ecosystems becoming a new faultline in global fracturing. China has advantages that mean that economy-wide AI adoption could happen faster than in any other large country, say its analyst Leah Fahy in a note. China's large language models have closed most of the gap with top U.S. models and now lead in open-source, she notes. A key determinant of how successfully China's economy reaps the benefits of AI will hinge on how effectively and rapidly it can diffuse the technology across the economy, she adds.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

January 14, 2026 20:44 ET (01:44 GMT)

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