Mark Kennedy on the US–China Tech Race in Goldman Sachs Research’s Top of Mind

December 4, 2025

A close-up of a hand holding a microchip, with digital graphics in the background. The flags of China and the United States are displayed in the foreground, symbolizing technology competition.

TAGS:

Artificial Intelligence China External Link Supply Chain Visibility Trade Integration and Market Access

Author

Mark Kennedy

Mark Kennedy

Director

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