China is hanging a new AI threat over Nvidia and America’s other chip giants that could undermine faith in Wall Street’s biggest growth driver, much like it did only a year ago with the DeepSeek chatbot launch.Dubbed LightGen, the new chip is faster and more efficient than Nvidia’s Blackwell GPUs,lthough its use case is tailored more for video production and image synthesis than broader AI workloads.And Meta Platforms is paying $2.5 billion for Singapore-based Manus, an AI start-up founded in China, that claims to have developed a general AI agent, the world’s first, that tops OpenAI’s Deep Research. Do you think in few years to come most companies will shift to china for investment ?
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