Who wins the AI race — the US or China?

The distilled view isn't a winner — it's a dynamic: game theory forces both powers to funnel capital into AI regardless of returns, because falling behind is the only unacceptable outcome. That's bullish compute demand (86/100) and bullish fragmentation (61/100) simultaneously — the race itself is the trade.

Synthos Score (parent prediction): 86/100 · graded in public