Goldman Sachs predicts split between US and China AI ecosystems

Goldman Sachs analysts suggest that the global artificial intelligence landscape is bifurcating into two distinct ecosystems. One ecosystem is centered around the United States and its primary trading partners, while the other is being shaped by China.

This division reflects differing considerations regarding geopolitics, national security, and economic growth. The report highlights that China is no longer merely a supplier in the global AI construction chain, noting significant advancements in large language models from providers like DeepSeek and Kimi, as well as progress in semiconductor packaging, computing, biotechnology, and aerospace.