Everyone keeps talking about a second dot com boom. AI is running the show. Money is pouring in, billions of dollars this year, roughly ~50 percent more than last year. The game is no longer just about building the smartest model. It is about who controls compute, who can hire the best people, and who can build rules that protect their moat.
The United States is still on top, producing around 40 percent of the best models. You can see a few cracks though. China is closing the gap and in some tests it is only a few months behind. India’s scrappy teams are finding space in multilingual tools and tight industry use cases.
If you invest, this is not sci fi. It is a moment to shift the portfolio, think where the value chains settle, and pick the platforms and suppliers that will own the demand.
I feel we are very early and I dont believe we are well and truly in Bubble look at below graph , market is expected to be 6X by 2034
The Dragon Awakens – China’s AI Juggernauts
Picture China as a sleeping giant that’s now wide awake and sprinting. Backed by $98 billion in domestic funding and a talent army rivalling Silicon Valley, China’s AI scene is a force of nature. By mid-2025, they’ve cranked out over 38,000 generative AI patents surpassing the U.S. and EU combined and slashed the “reasoning gap” where American models once dominated. For listed stocks, it’s pure rocket fuel: Think the KraneShares CSI China Internet ETF (KWEB) exploding 25% YTD on AI vibes. But who’s really driving this? Let’s zoom in on eight key players shaking the world.
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