US-China AI Race in Focus at Davos

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US-China AI race is a topic of discussion at Davos, with US having an advantage in compute capacity, according to Liza Tobin of Garnaut Global.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Tech leaders at the World Economic Forum in Davos have been giving their views on the US-China AI race. Liza Tobin, managing director at Garnaut Global, says the US advantage lies in the scale of its compute capacity. Tobin joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

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Original article published by Bloomberg on January 22, 2026.
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