China is so far beating U.S. in robotics race: Wedbush’s Dan Ives

Dan Ives of Wedbush Securities said China is emerging as a leader in the global robotics race, even as the broader AI competition between the U.S. and China intensifies. He says Nvidia dominates in AI chips, but that robotics could become China’s key advantage in the next phase of the AI revolution, describing the sector as a major area of demand and innovation.