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

As US-China tech tensions rise ahead of an expected leadership summit next month, analysts argue Washington’s latest restrictions are unlikely to cause a major disruption in China’s AI exports. But they caution that some of the measures – such as limiting access to “open-weight” models – represent a “genuine wild card” that could reshape the global landscape. Hong Kong-based analysts at Citi Research, led by Yu Xiangrong, argued in a Friday note that US tariffs and export controls were “unlikely...