Bloomberg Technology
@bloombergtech·728K subscribers·13.9K videos
How Can China Win the AI Race Against the US?
Posted
August 10, 2026
Views
1,058
Likes
31
Comments
4
Engagement
3.31%
August 10, 2026
1,058
31
4
3.31%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
5:32Now PlayingAs the US-China AI race intensifies, investors are weighing not only access to chips and capital, but which companies have competitive advantages that can endure for decades. Paulina McPadden, investment manager of International Concentrated Growth Strategy at Baillie Gifford, discusses why she “wouldn’t want to bet against China” and the durable moats she sees at TSMC, SK Hynix and ASML. She also discusses how companies like Shopify and MercadoLibre are emerging as AI beneficiaries outside the semiconductor industry. She joins Ed Ludlow on "Bloomberg Tech."
--------
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on...
Follow Ed Ludlow on X here
Follow Caroline Hyde on X here
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on...
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
