CDOTrends – Tariff Toss-Up: Did The West Just Accidentally Supercharge Asia’s AI?

CDOTrends: This article explores how Western-imposed tariffs on Chinese technology firms have inadvertently accelerated the growth of Asia’s AI sector. VP, Senior Research Director Frederic Giron addresses the impact of tariffs on the cost structures of tech companies while VP, Principal Analyst Charlie Dai highlights that the shift has led to increased AI investments, positioning Asia as a formidable player in the global AI landscape.

Read the full article here. Read more from Frederic and Charlie.

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CNBC – Nvidia Is Bolstering Support For Chinese Open AI Models As It Warns Of White House Crackdown

August 27, 2026
CNBC: VP, Principal Analyst Charlie Dai discusses the growing role of Chinese AI models in Nvidia’s ecosystem and what their advance means for global competition across models, chips, and AI infrastructure. Read the full article here. Read more about Charlie here.
Media Coverage

The Wall Street Journal – Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter

August 26, 2026
The Wall Street Journal: Principal Analyst Naveen Chhabra comments on Nvidia’s latest earnings, highlighting the gap between AI infrastructure spending and realized business value. Read the full article here. Read more about Naveen here.