Capital market Strategy MUFG

2026

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AI-generated summary

1) This report analyzes the global AI "arms race," focusing on the competitive landscape between the US and China in critical areas like data centers, GPUs, and resource nationalism.
2) * **US-China AI Competitiveness:** A detailed comparison of the US and China's strengths and weaknesses in semiconductor supply chains, data centers, and AI R&D.
* **GPUs & Computing Power:** An examination of the integral role of GPUs in data center build-outs and the dominance of the US in AI computational power.
* **Resource Nationalism:** An overview of the new era of resource nationalism and its impact on critical minerals essential for AI and high-end manufacturing.
3) AI, Semiconductors, Data Centers, GPUs, Resource Nationalism

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