America’s AI build-out hinges on Chinese electrical parts

Bloomberg: Over the past 10 years, the US government has tried a series of policies to reshore manufacturing, but they haven’t yet yielded a significant boost to domestic capacity, forcing businesses to look to China regardless of the tariffs or the alleged national security risk. That means the US needs crucial parts from China to dominate it in the AI race, while China needs advanced chips from American companies to stay in the race…