China-US AI Race Heats Up: Bernstein Names Top Stocks to Win

• Bernstein identifies compute power as key to AI dominance between China and US.
• China's massive investments in semiconductors and power infrastructure create upside for related equities.
• Despite US chip restrictions, China uses more, less powerful chips and cheaper AI models.
• China leads in power supply for hyperscalers, projected to surpass US in AI compute by 2035.
• CATL, Sungrow, Cambricon, and Hygon are Bernstein's top picks for China's AI and power growth.