MACRO PICTURE

The AI Race In China And The U.S. Evaluating 2030 Growth Prospects

by Shane Gravel

15 October 2024

In this paper we discuss:

• The increase in productivity expected to derive from the widespread adoption of AI;
• How China is set to get the greater benefit, followed by the US;
• The role of semiconductors and critical minerals in the race for AI supremacy;
• The overall economic impact of AI in US, China and worldwide; and
• How US and China may end up having the same potential growth rate by the end of the decade.

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Download PDF: LP - US CHINA AI - Oct 2024