Taosha Wang, a Portfolio Manager at Fidelity International, sheds light on China's booming AI industry and its global repercussions. She delves into how U.S. tariffs on metals may reshape market dynamics and international relations. The conversation highlights key players like Deepsea and discusses the tension between U.S. export controls and China's tech advancements. Wang navigates the broader implications of these developments, suggesting a complex interplay of competition and potential cooperation in the tech arena.