BEIJING—The worldwide surge in demand for artificial intelligence is driving a wave of exports from China, keeping the world’s second-largest economy humming despite turmoil from the war in Iran.

"supertrend": "AI factory buildout is expanding from chips into full-system delivery: racks, power, cooling, packaging, test, and cloud capacity.", "end_system ...

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We study the role of Export Credit Agencies—the predominant tool of industrial policy—on firm behavior by using the effective shutdown of the Export-Import Bank of the United States (EXIM) from ...