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Wire · regulatory

US-China AI decoupling 'manageable' for trade – but tech curbs a 'wild card': Citi

14 August 2026 · By · Wire by Fusion42

Published

14 August 2026

Topic

regulatory

◆ Sectors

AI & ML

◆ Geography

China

◆ Source

Read at scmp.com →

◆ Verified

Fusion42 · 14 August 2026 · Fusion42 review

Citi Research analysts say US-China AI trade decoupling is currently manageable with limited disruption to China's AI exports, but new US tech restrictions on Chinese AI models and chip access could unpredictably reshape global tech infrastructure and trade flows.

This Wire brief sits within Fusion42's coverage of AI & ML.

◆ ◆ The Wire takeaway

US curbs on Chinese AI and chip access open a new front in tech rivalry that slows your exports this year but pushes China to build its own AI hardware underground. You need to rethink supply risks and watch for new market opportunities in non-US AI infrastructure.

◆ Coverage

1 source · 14 Aug 2026

◆ Related on Wire

◆ Topics

AI & MLus-china-tradeai-modelstech-restrictionschip-accessexport-control