Top 10 KI trend messages on Wall Street

China and the United States were on a crossroads last year for access to advanced chips and semiconductor equipment, while technological rivalry heated up. While the United States was most aggressive, it may have to rethink her export controls because the Chinese buyers have found a way around them. Hence access to its advanced artificial intelligence chips.

In order to limit China's access to semiconductors for the training and the use of artificial secret services, Washington has enforced export controls since 2022. President Joe Biden's administration has published several guidelines and export controls with which China was prevented from purchasing the tips of the tips. In the interest of national security, China also prevented sophisticated semiconductor equipment.

According to the Wall Street Journal, however, a secret network of broker has arisen and increasingly circumvents the restrictions. The report indicates that Chinese buyers may have the upper hand on the routing of advanced chips over third parties. The report also shows that six AI servers have been delivered to at least two Chinese universities in Shenzhen and Wuhan since December.

The Singapore government has already charged three men in a case in which the sale of semiconductors contains that may violate the US export laws. “We will not tolerate people and companies who violate our laws or take advantage of their connection with Singapore to avoid the export controls of other countries,” said K. Shanmugam, minister of interior matters, to a press conference.

As it looks, the new administration, under President Donald Trump, faces a tough task of finding ways to curb access to advanced technologies through technological rivalry through third parties. In a research note to investors, Jefferies analysts confirmed that the United States could tighten the chip export controls, a development that could escalate the tech war of the US-China.

The analysts said that Trump expressly instructed them to use export controls to close and guarantee all existing regulations and to improve the technological US advantage. According to Jefferies, this is the stage for the United States to impose stricter export regulations.

The initiative after strict and aggressive restrictions takes place when China changes its approach of symbolic legal and regulatory changes in the investment in advanced technologies. According to an analysis of Emerging Technology Observatory (ETO), China is currently producing most of the fundamental research that could support future computer hardware. If these efforts become commercially sustainable, the United States may not be able to use export restrictions to maintain your competitive edge in the design and manufacture of high-performance microchips.

In this way, Beijing points out that it has taken the time to assess its own economic advantages, disadvantages and susceptibility to US sanctions, and is now sure to compete evenly with the United States. China's strategy has some special features, such as the establishment of an economic early warning system, although some of them can be regarded as imitation of US export restrictions against Chinese technology companies.

We have selected AI shares for this article by going through news articles, stock analyzes and press releases. These shares are also popular with hedge funds in the fourth 2024.

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10. Aurora Mobile Limited (Nasdaq: JG)

Number of the owners of hedge funds: 1

Aurora Mobile Limited (Nasdaq: JG) is software infrastructure company that offers customer company and marketing technology services. The company uses artificial intelligence and machine learning to gain implementable and practical knowledge from its data and refine its data solutions. On March 3, the company confirmed plans to improve innovation for artificial intelligence in the Middle East via its Enterprise AI Agent platform Gptbots.ai to strengthen its cooperation with the Qatar Science and Technology Park.

Aurora Mobile Limited (Nasdaq: JG) Partnership with the Qatar Science & Technology Park (QSTP) underlines his commitment to further develop AI technology in the Mena region. By integrating deepseek in Gptbots.ai, the platform now offers cheaper and accessible AI solutions for companies in the Middle East. This improvement in conjunction with the NO code platform from Gptbots.ai enables fast and localized AI application adjustment in the industries, which expands the customer base and can promote sales growth.

9. Gorilla Technology Group (Nasdaq: Grrr)

Number of the owners of hedge funds: 4

The Gorilla Technology Group (Nasdaq: Grrr) offers security, network, business intelligence and Internet of Things (IoT) technology solutions. It also offers intelligent video analysis -KI model solutions for scanning videos by pattern and distinguishes certain elements using AI algorithms and metadata. On March 3, the company confirmed the signing of a $ 1.8 billion agreement to use artificial intelligence solutions to spear the largest energy digitization and infrastructure transformation initiative from Thailand.

The digitization drive tries to build a new international standard for AI-controlled modernization, while Thailand begins a national energy revolution. In the direction of the Gorilla Technology Group (NASDAQ: GRR), the initiative will combine automation, data -controlled intelligence and the latest technology to build up an intelligent and more robust energy ecosystem. The deal puts Gorilla in connection with three important technological areas: progressive energy management, cyber security for important national assets and AI-based grid infrastructure.

“This agreement represents a crucial moment for Gorilla technology and the Thai energy sector. By combining our KI and Advanced Analytics expertise with the country's vision for the future, we will start on a transformative journey that will be transformed and consumed across the country,” explained Viraphhan Paboolp, Technology Specialist.