The AI race between China and the US heats up. These stocks could be winners, Bernstein says
Published on 23/03/2026 12:05 PM
The AI race between China and the US heats up. These stocks could be winners, Bernstein saysBernstein says China AI compute could reach 1936 ZFLOPs by 2035, topping US, boosting CATL, Sungrow, Cambricon and Hygon as Beijing expands power and chip capacity.By CNBC Pro | Evelyn Cheng March 23, 2026, 12:05:53 PM IST (Published)As China and the US compete for domination in artificial intelligence, compute power will be the key factor in determining the winner, Bernstein found. The firm also named a few stocks to play on the trend.Continue Reading with CNBC-TV18 Access MembershipPriority Access and Networking: CNBC-TV18's flagship events Interaction with CNBC-TV18's journalists Webinars & LIVE Q&As with India Inc. Leaders Exclusive CNBC-TV18 studio & newsroom tours Premium business insights, expert opinions & analysis Curated lifestyle privileges & offers