US private AI investment is about 23x China's. So why does the research funding trend still nag at me as a long term all

The Al Jazeera headline from July 7 got me: US budget slashing risks losing global scientific edge to China. My first reaction was to price a tilt toward Chinese research heavy names. Then I argued myself back, because one number really should end this. Stanford's 2026 AI Index puts US private AI investment at $285.9 billion versus China's $12.4 billion, roughly a 23x lead. On dollars deployed, the US is not losing anything. I have to say that plainly so no one else has to. So why does the headl

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